View Quote Detail

You can use the View Quote Detail command to view details of bound and unbound quote versions for the selected policy. The information presented is in read-only format, that is, you can view the information, but you cannot make changes.

  1. On the Main tab, select the policy, and then select the quote version to view.
  2. On the Policy menu, click View Quote Detail.

  1. Review the quote information in the Quote Detail – Read Only dialog box.
    The information presented is the information that was entered in the Submission Entry – Quote Detail – Pg. 2 dialog box. Refer to the Quote topic for more information.
  2. Click the Options button to select one of the following options, if applicable:
    1. Custom Rating – open a third-party rating program
    2. Excel Rating – open Excel Rating, if installed
    3. Contract Lookup – perform a contract search

  1. Click Close to close the dialog box when you are finished viewing the quote details.

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