Impersonating Quotes
Introduction
Quotes that are created under any particular account are called impersonating quotes.
On this list, you can:
View list of quotes. Each quote in the list has the following information:
Reference
Description
Product
Policy term
Premium
Sales person
Organization
Type
Status
Created date
Click on quote reference to view quote details. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1870725128
Generate, send or download quote summary document. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1756561649
If you would like to request an article, drop us a mail at production.support@contemi.com