FAQ ID # 993 - 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.

FAQ ID # 993

Last Update : 2018/08/28
Rating : Not Rated

Question / Issue

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.

Answer / Solution

On the Single Screen and Policy tabs there is a section titled Action Information, there is a subsection called Last carrier saved which will show the Premium, Down Payment, Payments and Plan of the carrier selected on the last quoting attempt. To obtain additional information or quotes for any other companies you will need to re-run the quote.

Direct Link to This FAQ

http://www.itcdataservices.com/support/CMPWFAQ/?f=993

Tags