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15 FAQs Found
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What is the process for obtaining a pro-rated premium / endorsement premium on a policy if a change was to be made mid term?
 
How do I mark a policy bound?
 
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.
 
What is the Insurance Score entry field used for - shown on the Policy tab?
 
How do I print or email an ID Card or Binder for a specific quote?
 
How can I conceal some of the sections with entry fields that I don't use on each tab of my quotes?
 
The Additional Information sections on each tab is blank, how do I make the entry fields in these sections appear?
 
How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees)
How to Add or Edit Fees in Agency Preferences (for example agency, MVR, or broker fees) 
How do I quickly add a driver to my quote without changing the number of drivers on the Policy tab?
 
How do I quickly delete a car from my quote without having to go to the Policy tab and change the number of cars?
 
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