eServices Tip: Copy Quote Feature
Agents can use the Copy Quote option to compare different coverage scenarios for new business and renewal applications.
When the application is in “quoted” status, you will have the option to “Copy Quote” in the I Want To menu on the Policy Snapshot screen. You can use this feature to generate an additional quote for the policy with different coverage options.
For example, if you want to show your client how a safety program impacts their premium, you could generate a quote with and without the safety program. Another instance would be including or excluding an officer.
Note that once you bind a quote, the other quote becomes unavailable.