2. Request Amendment on Quote

Creation Date: Nov 15, 2024

View most recent version 

1. Click on Wallboard…

2. Click on _Book Transfer Summary

3. Click on Pending Broker Activation

4. Click on your client

5. Click on Open Lead

6. Click on Upload Documents

7. Select a file from upload menu

8. Select Amendment

9. Click on Upload Files

10. Click on Request Amendment…

11. Or you can request an amendment as follow

Click on Contacts

12. Click on Search...

Always use the % sign when searching for your client

13. Click on your client

14. Click on Open Ticket

15. Click on Upload Documents

16. Select a file from upload menu

17. Select Amendment

18. Click on Upload Files

19. Click on Request Amendment…