How Do I Save a Quote on SolutionBuilder?

61 views 15/10/2018 18/11/2021 0

Once you have the quote solution on the results page, click on the flag icon next to that quote.  A number one will appear on the far right of the page next to a folder.  Click on the folder and then click save for later. That quote will now be stored on the client history page.

The quote data is retained for 90 days and the premiums are guaranteed for 90 days.

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