Open Quotes

In this topic, we continue our discussion of the InBox feature located on the .Tools Menu.

The Open Quotes tab is used to view submissions that have been quoted but not bound. You can view your open submissions or those of your team.

  1. In the Search For pane, type the search parameters in the search box.
    You can click to select a different search operator.
    1. Policy – policy number, if applicable
    2. Named Insured – insured's name
    3. Agent – retail agent/broker

  1. In the Show By pane, select the appropriate filter method.
    1. User – shows submissions for the user that is logged on to AIM
    2. Team – shows submissions for the user's team (team assignments are controlled in Data Maintenance Utility)

  1. In the Date Range pane, click and use the Calendar to select the ending date of the desired date range.
  2. Select a date range option to complete the date range criteria.
    The date range option defines how far into the past that you want to search. For example, if you select 2 days, then your date range is the two days prior to the end date that you selected.

  1. Select an invoice from search results shown in the grid.
  2. You can click Open in AIM to open the submission on the Main tab/submission management. Alternatively, you can right-click the grid to see the menu.
    1. Add File to Open Items List – adds the submission to the list of open items (see Open Items/Held Files ‑ Work In Progress)
    2. Add File to Held Files/WIP (work in progress) List – adds the submission to the held files/work in progress list

  1. Click Close to close In-Box.

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