Client/Policy Info

field	description
Names to Match	Enter first or last name to restrict the list to matching quotes.
Quote Date Range	From - Enter the earliest desired quote date or click the calendar. To - Enter the latest desired quote date or click the calendar.
X-Date Range	From - Enter the earliest desired expiration date or click the calendar. To - Enter the latest desired expiration date or click the calendar.
Input By	If you want only those files entered by a particular person, enter the name here. OR Click the . Click the source you want to use.
Referred By	If you want only files referred by a particular source, enter the source here. OR Click the . Click the source you want to use.
Applicant Status	Click the appropriate status to include in the list of matching files (select as many as apply).
Saved Quote File Path	Select the file path containing the quotes you wish to select. OR Click Browse and select the path.
Use as Default Path	Click the box if you want to keep this path for the quotes you wish to select.

The window appears with the quotes matching the criteria you set up.

1. Select the client whose information you want to update.
2. Click Edit.

The Update Client/Policy Information window appears.

3. Update as appropriate.
4. Click OK.

The Select Quotes - Client Info window appears again.

5. Click Done.

1. Click the company whose quotes you want to update. OR Enter the company number in Selections by company number.
2. Click OK.

The window appears with the quotes matching the criteria you set up.

3. Select the client whose information you want to update.
4. Click Edit.

The Update Client/Policy Information window appears.

5. Update as appropriate.
6. Click OK.

The Select Quotes - Client Info window appears again.

7. Click Done.

This takes you back to Quote Management Facility.

Continue to Applicant Status.