Can I export Policy Information back to Quote Control?

Reshop Renewals easily in Jenesis. Quickly export policy information back to Quote Control with a few simple steps

Step 1: Access the Client
Step 2: Double click on the Policy
Step 3: Click Quote Control
Step 4: Click Yes to Import the Policy information
Step 5: Answer a few simple questions
Step 6: Rate the client and track the information

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Category: Policies

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