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Home > FAQ > Mid-Term Adjustment (MTA) > Editing an open MTA quote
Editing an open MTA quote
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When editing a MTA quote, most fields should be prefilled. The prefilled information is from the original new business quote’s response information (some of the information can be seen on the previous quote's details in the result page), of which the quote was bought off of, and also of the previous quote's request information.

 

(Below, Quote form has filled out fields but some appear empty such as the Date Effective field, following picture shown filled)

 

 


Some fields maybe empty as certain sections were offered but were not originally requested, so they must be filled if required. These fields required will be outlined in the submit pop review before requesting a quote.

 

You can also save your progress of filling out a quote form by clicking the "Save Draft" button down near the bottom. After clicking it, a small prompt will show that the quote was saved

 


If you wish to edit an exiting quote, saved as a draft, look for the draft MTA quote on the search page. Click on the desired MTA quote. It should then display the results page for the quote. Click the “Edit MTA” button, placed where the “Create MTA” Button is usually. MTA saved as Drafts are labelled DRAFT in the search page listings in their information.

 


If the form has a premises, the premise must be re-visited to confirm it’s values, otherwise the quote is set to return invalid due to lack of checking. Click the “edit” button of the premises or you can remove the premises and add a new one with the “add” button and the “remove” button.

 

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