Now save your customers’ Rates page to an Activity. Click the Select dropdown at the bottom of the Rates page.
This feature allows an agency to save, email or export quotes with one click.
You can also save, send or export carrier specific quotes. Click the same Select dropdown at the bottom of the page.
See our How Do I? for more information or call (509) 984 – 1110 ext. 204
P.O. Box 2204 Spokane, WA 99210-2204
Company Products: (877) 444-0208 ext. 210 Agent Products: (877) 444-0208 ext. 210 Agent Support: (877) 444-0208 ext. 1 FAX: (253) 210-6417
Sales: firstname.lastname@example.org Support: email@example.com