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Word & Brown User Guide

User Guide for WBQuote

WBQuote User Guide
4. Coverage: Quote Type – Carriers and Plans

4. Coverage: Quote Type – Carriers and Plans

4. Coverage: Quote Type – Carriers and Plans
4.1 Quote Type

Categories

Introduction
- Introduction
1. Dashboard
2. Quote Details
- 2. Quote Details
3. Census
- 3. Census
- 3.1 Census Defaults and Required Fields
4. Coverage: Quote Type – Carriers and Plans
- 4. Coverage: Quote Type – Carriers and Plans
- 4.1 Quote Type
5. Coverage: Quote Type – Packages
- 5.1 Quote Type
6. Package Set Contribution
- 6.1 Set Contribution Tab
7. Package Assign Plans
- 7.1 Assign Plans Tab
8. View Product Line Selections
- 8. View Product Line Selections
9. Export Quote
- 9. Export Quote
10. Plan Maintenance and Quoting Rules
- 10.1 Packages
11. Additional Messaging
- 11. Additional Messaging

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