Quotes

You can view Quotes from the Menu Items available on the left pane of the homepage. You can perform the following functions through Quotes:

• View the list of quotes that you created and proceed with the quote or create new version or copy quote through the icon displayed against each record.

• Sort quotes based on Customer Account Name, Quote ID, Transaction Date, Policy Effective Date, and Agency Name.

• Filter Quotes by providing Product Name, Quote ID, State, Status, Agency Name, Currently Assigned To, UW-on-File, Date (Policy Effective Date and Transaction Date).

  Note:  You can choose the range of Policy Effective Dates or Transaction Dates to filter the quotes of specified duration.

• Reassign the current user or the UW-on-File (underwriter who is working on that file) to another user through Reassign Quote.

• Assign a quote to yourself through Make this Quote Mine option.

  Note:  You can assign only one quote to yourself at a time through checkbox provided at each quote using Make this Quote Mine option.