Topics > Quote Utilities

Quote Utilities (17 FAQs)

Top 10 FAQs For This Topic
	How do I merge a quote file from a stand alone machine into my networked copy of the Comparative Rater?
	How can I set entry fields with the defaults that I want for all new quotes that I open (create a default quote template)?
	How do I run a quote report?
	How do I delete a quote template?
	How do I change the default values for Generic Financing for my quote (available in IL, OH, and TN only)?
	I have multiple quote templates, how do I choose another template to become the default template?
	How do I edit a quote template?
	Is there a history list of quotes that I recently opened that I can access?
	How do I create a back up of my quote file?
	How do I import a quote into the Comparative Rater (it must be a TT2 file exported from the Comparative)?

Recently Added FAQs To This Topic
	What does the Certiy Quote File option do?
	How do I change the default values for Generic Financing for my quote (available in IL, OH, and TN only)?
	How do I merge a quote file from a stand alone machine into my networked copy of the Comparative Rater?
	How do I import a quote into the Comparative Rater (it must be a TT2 file exported from the Comparative)?
	How do I print the same quote letter for multiple insureds at one time?
	How do I edit or create my own quote letter template?
	How do I generate a quote letter to my insured from a quote?
	How do I run a quote report?
	How do I delete quotes that I no longer need from the Comparative?
	Is there a history list of quotes that I recently opened that I can access?
	How do I delete a quote template?
	I have multiple quote templates, how do I choose another template to become the default template?
	How do I edit a quote template?
	How can I set entry fields with the defaults that I want for all new quotes that I open (create a default quote template)?
	How do I open a saved quote?
	How do I restore my quotes from a backup?
	How do I create a back up of my quote file?

Search within this topic :