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1. Introduction

Quotes that are created under any particular account are called impersonating quotes.

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

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