How do I e-mail
a quote to my customer, another agent or company underwriter?
Rater Mode: When you are in rater mode (Q-Rater logo
in the upper right hand corner of your screen), click on the
"Rates" button, then click on the "Details" button (click
here to see the screen). Then click on the "EMail" button
on the right hand part of the program screen. A box will then
open below the quote for you to enter the email address of
the person you are sending the quote to (Click
here to view the e-mail entry line). After entering the
e-mail address, just press the "Enter" key on your keyboard.
You will be given a message indicating that your e-mail has
been sent. Hit your "ESC" key on your keyboard to get back
into the quote.
Application Mode: When you are in application mode
(Q-App logo in the upper right hand corner of your screen),
click on the "Details" tab along the bottom of the program
screen. Then click on the "email" button on the right hand
part of the program screen. A box will then open below the
quote for you to enter the e-mail address of the person you
are sending the quote to (Click
here to view the e-mail entry line). After entering the
e-mail address, just press the "Enter" key on your keyboard.
You will be given a message indicating that your e-mail has
been sent. Click on the "applicant" tab on the bottom of the
program to get back into the body of the application.
|