Search Results

You searched for "by"

9 FAQs Found Page 1 of 1
	How do I run a report on the number of policies bound by producer?
	How do I run a report to determine the number of quotes by producer?
	Can I do a search of my quotes by an insureds Social Security Number?
	I had a quote started by our intern that she saved. When I tried to open it at a different station under another account, the program asked me if I wanted to use it as a read only or to unlock it so it could be changed. Since more work needed to be done, I unlocked it. When I finished the quote and tried to save it I received the following message: "An error occurred saving the quote [XXX]. The Save Failed [The policy save failed. You do not have the policy locked.]." How do I now save this quote for later reference? Can I "Lock" this quote somehow so I can save it? Little help here.
	I have set up a company group for each state b/c we may have the same company for different states and the producer codes/ user/passwords are different by state. We have two producers that have to have access to all groups for rating. However, when I login I can only choose location and cannot find where I would select the company group that I would need at that time. Is there another way or can you help me find out how to make this work.
	What is the Contact Methods Report? Tracking and monitoring quotes by contact method
	What is the Insurance Company Performance Report? How to monitor the quoting activity by insurance company
	I deleted some quotes by mistake, how do I get these quotes back?
	Can I sort the Comparison screen by a column other than the Total Premium?
Go to Page : 1