2. Open an Existing Quote

To open an existing quote you simply need to:

•  Search for the clients name, DBA, commercial name, or any other type under the Search Type drop down menu. 
• Select the clients name in the list under Client List on the left.
• All associated quotes and polices for the client will appear under the Quotes & Policies section on the right.
• Double click on the quote or policy you would like to open.

*If the client does not have any quotes or polices but is already in the system you can double click on their name in the client list to open the Client Info page and create a new quote or policy from there. You can also update any client info on this page