Recent Quotes Panel

The Recent Quotes panel gives you a summary list of the quotes you or everyone in your agency has recently entered or accessed in PL Rating. You can use the links in the panel to open the quote in PL Rating.

• By default the Recent Quotes panel shows all client quotes (agency-wide) entered in PL Rating over the past week. You can limit the quotes to only those you've entered as well as expand the date for quotes to the last 30 or 90 days.
• In the list, you can click the "Quote dated xx/xx/xxxx..." link to open the quote in PL Rating.
• You can customize the appearance of the Recent Quotes panel, including the column order, column size, columns to display, and the order in which the quotes sort.
• To make sure you are seeing the most up-to-date information, click the down arrow next to the heading in the Recent Quotes panel, and then click refresh.
  

Vertafore PL Rating is a personal comparative rating tool. To have this capability you must have installed and provisioned your users for PL Rating in the VSSO Admin Console.

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