EZTip : How can I transfer a Quote Scenario to the carrier sites?

If you are using Quote Scenarios, you’ll notice a “May not be saved on carrier site” message on your quotes.

These are snapshots of what premiums would be if the quote was submitted with different coverage baskets. If you would like to transfer one of these snapshots to the carrier sites as a quote,  follow the steps below to update the coverage and resubmit the quote.

Click the red star for one of the coverage baskets.


This takes you back to the Coverage tab and automatically updates the coverages for you.

At that point, click the finish tab and re-submit the quote. The new quote will transfer to the carrier site.


Note: Articles older than March 2020 may no longer be relevant

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