How do I Bridge to a Company from Quote Control in JenesisClassic?

Bridging to a Company from Quote Control in JenesisClassic

JenesisClassic -Bridging to Company

How to bridge to a company from quote control in JenesisClassic.

Under Pending Quote, select the customer to make Quote Control appear.

To see all stored rates from various companies, select Stored Rates at the bottom.

Quote Store Rates will appear in the window.

After selecting the company you would like to bridge to and moving forward with binding your policy, click the company to highlight, then select Bridge to Company.

Google Chrome will display the login screen instead of Internet Explorer.

Please click here if this helped you.
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Category: JenesisClassic, Policies

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