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6 FAQs Found
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How do I export saved quotes to an Excel file?
Basic Reports Excel export instructions. 
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.
How do I get a Geographical map view of quotes saved or written?
Where do I go to view all of the quotes that I have saved for one insured?
How do I open a saved quote?
How do we update the lienholder list if an address changes, or we need a new lienholder saved etc...
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