Recently Quoted

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From the Sidebar Tools, you can view your recently quoted households for any specified time range.

 

When you click on Recently Quoted, an expanded view will appear. For agency owners/account managers, the view will default to ALL team members' recent quotes for the day. For all other staff, it will default to their quote activity for the day.

 

 

You can see a quick real time view of each household you quoted, what day it was quoted, which lines of business were quoted, the total premium and any savings.

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