Question / Issue |
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How do I open a saved quote? |
Answer / Solution |
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To open a saved quote:
- Select the line of rating you want to open a quote for.
- Click on the Open button at the top of the screen.
- This will take you to the Open Multi-Peril Policy or Open Wind Only Policy screen displaying all of your save quotes for that line of rating.
- You can sort this screen by:
- Selecting a Search By: from the dropdown list, then entering your criteria in the field to the far right of the screen and clicking on the Search button.
- Clicking on any red text column header.
- Once you find your quote to open, click on the Select button to the left of the quote.
- This will bring up your quote and take you to the Applicant tab.
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