How Do I Requote an Expired Quote on SolutionBuilder?

73 views 15/10/2018 18/11/2021 0

Find the quote on the client history page.  To help differentiate between the quotes click the downward chevron at the end of each bar. Click on the Results button to take you back to the results screen.

 

From the results screen, click on the requote button.  Once on the screen where you add benefits, assuming no amendments need to be made click the ‘quote now’ button to refresh the quote and make it active for another 30 days.

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