Ins Quote

Ins Quote is used to manage the information related to the case regarding the insurance quote.
The following are the steps to Ins Quote:
1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
2. Click on a case to proceed.

3. After clicking on a case, the profile’s ‘Dashboard’ will open.
4. Click on the ‘INFORMATION’ option.

5. The Information page will open. Hover the cursor over the option icon located on the left side of Quick Notes.

6. Three options will be displayed:
a. Full Profile
b. Quote Sheet
c. Ins. Quote

7. Click on the ‘Ins Quote’ option.

8. The Ins Quote pop-up window will open. By default, the Basic Information of the case will be displayed. The information on this page is editable, allowing users to update the details.

9. Scroll down to this page to view the ‘Other Information’ section.

10. Continue scrolling to view the Life Policy Information and Disability Policy Information section. Click on the ‘Cancel’ button to close the window..

11. Update the case’s information on the Information page and click the ‘Save’ button.

12. Navigate to the ‘Contact’ page, update the information, and click the ‘Save’ button.

13. Reopen the Ins Quote section, and the updated information will be displayed.

14. Update the information as needed in this window and click the ‘Save’ button.

15. A message will appear confirming that the record has been updated successfully.

16. Reload the Information page, and the updated information will now be displayed.