How do I set a quote template for everyone in the agency?

1. Go to the Welcome menu in the upper right, and click on Preferences.
2. Click on Agency on the left.*
3. Click on Quote Entry
4. Choose Either Auto or Homeowner
5. Look for the line that says "Default Quote Template for Agency"
6. Click on the drop down and select the template name you wish to utilize.
7. Hit the green Save button in the lower right.
8. Hit the green Save button in the lower right again.
9. Now click Close.  For changes to take effect, users must log off and back on again.

*You must be an Agency Admin to make these changes.