Question / Issue |
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How do I save more than one quote for an insured? |
Answer / Solution |
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To save multiple quotes for one insured:
You may want to do this if you want to give the insured more than one option for something like different deductibles.
- Create and rate a new quote.
- From the premuium quote breakdown screen, click on Save to store the first quote.
- On the same premium quote breakdown screen, click on the Save As New button.
- You have now duplicated this quote and will have 2 quotes stored that are exactly the same.
- To distinguish one quote from another, click on Previous to go back to the Applicant tab and add a description relating to the quote to the Name of Property entry field after the name. Or you can add this to the contact name fields. A description like "5% ded"
- Make your changes to the deductibles, co-insurance, with wind mitigation credits or without, etc.
- Rate this quote and click on the Save button to save this new quote.
- You can then open the other quote and add your description to the Applicant tab if you wish.
- You can save as many different quotes for one insured as you want to, just repeat the steps above.
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