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How do I show a firm order to carriers?
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  1. Select firm order.

  2. Select 'Actions' menu (or '≡' on iOS).

  3. From the drop-down menu, select 'Show Firm Order'.

  4. Select carriers to show firm order.

  5. Input line guidance % or select a range.

  6. [Optional] Suggest stamps.

  7. [Optional] Select lead underwriter.


iOS Tutorial


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