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1. Introduction
Quotes that are created under any particular account are called impersonating quotes.
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On this list, you can:
View the list of quotes. Each quote in the list has the following information:
Reference
Description
Product
Policy term
Premium
Salesperson
Organization
Type
Status
Created date
2. Quote details & actions
Click on quote reference to view quote details. See Quote Details
Create, adjust, and purchase a quote. See Create/ Update Quotes
Discard a quote. See Discard quote
Generate, send, or download a quote summary document. See Quote Document and Email
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