SolutionBuilder®

How Do I Requote and Amend the Benefit Details on SolutionBuilder?

94 views 22/10/2018 18/11/2021 0

From the results screen, click on the requote button.  Once on the screen where you add benefits, click the pen and pad icon to take you back to the page where you can amend the benefits. Once finished, click ‘save benefit’ and then ‘quote now’ which will update the quote.

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