When a quote run has completed, a Details button will be present for each insurer that was selected on that run. SCREENSHOT This pop-up can be opened to display full details of the response returned by that insurer. Endorsements and Quote Conditions Any Endorsements or Quote Conditions returned by that insu…
Completing the ‘New Client’ Form a) Click on ‘New Client’ in the top right corner of the page. The following is displayed: b) The fields with the red asterisk are compulsory and must be answered. Using Address Search to populate Correspondence Address fields a) For optimum address accuracy, use the ‘Search …