Quote Letters

The quote letter is typically used for follow up or a work flow task related to a single quote. It provides access to detailed quote and applicant information. FSC Rater allows you to print a quote letter form both the auto and home systems.

 

· After you have rated a quote access the Rating Results View.

· Select a company.

· Click File on the menu bar.

· Click Print.

· Click Quote Letter.

The Choose Letter Template window appears.

Letter Template:

· Click the Down Arrow Icon.

· Click the letter template you want to use.

—OR—

· Click the E Icon to edit a letter or to create a new one.

Signature:

· Click the Down Arrow Icon.

· Click the signature you want to use.

—OR—

· Click the E Icon to add, modify, or remove signatures.

· Click Continue.

The completed letter appears in your word processing program.

· Make any corrections directly on the letter.

· Click Print on your word processor.

 

This completes the quote letter process.

· Continue to Quote Letter Template Editor.

· Continue to Quote Letter Insert Fields.

· Return to Letters.