As a carrier, you can edit a request to quote from a broker and create a second quote:

Instructions

1. Open a request to quote.

2. Edit the document.

3. This will create a 'Quote Being Prepared'.

4. Click into this document and select the 'Actions' menu (or '≡' on iOS).

5. From the drop down menu select 'Clone'.

6. Quote this back to create a second quote:

   • Click the 'Actions' menu (or '≡' on iOS) in the 'Quote Being Prepared' document.

   • From the drop down menu, select 'Quote'.

iOS

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