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Samantha Tran: Insurance-VN

Liwei Xu: Insurance-UK

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  • View list of quotes. Each quote in the list has the following information:

    • Reference

    • Description

    • Product

    • Description

    • PeriodPolicy term

    • PremiumStatus

    • Sales person

    • Organization

    • Type

    • Status

    • Created date

  • Click on quote reference to view quote details. See Quote Details

  • Generate, send or download quote summary document. See Quote Document and Email

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