How Do I Access XRAE From Solutionbuilder So My Client Details Pull Through?

50 views 10/02/2020 09/03/2020 0

There are buttons in SolutionBuilder that either are labeled with ‘XRAE’ or ‘underwriting’.  These can be found at the top right of the main results screen, and the screens that show the ‘alternatives’ and ‘providers not quoting’.   You can also return to the XRAE case for your client the same way.

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