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Introduction

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

On this list, you can:

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

    • Reference

    • Description

    • Product

    • Policy term

    • Premium

    • 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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