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10 FAQs Found
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How do I restrict a Location Admin to only their assigned locations?
What is Restrict Location Admin to ONLY their assigned location?
How do I restrict a Standard User to only a specified location(s)?
How do I create a Company Grouping that will allow me to only rate certain companies?
How do I rate dwelling policies only?
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.
If I only want those companies to give a rate that match the limits and deductibles that I enter, how to I make those that don't match error out?
The location data is not fully going through - only the zip code, not the county or city - why?
Zip code issue 
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.
If I have run a quote for a client, for example, 1 minute or 1 year ago, how do I pull up those numbers? It seem like the only option is to re-run the quotes.
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