Screens Quotes and the quote email

Quotes and the quote email

Every carrier's result in one place, and the email you send the client.

Open any card in Ready to deliver.

Carrier results with counts, a quoted result and the Generate email button

Counts
How many carriers quoted, declined or referred.
Result
Premium, quote number and notes. Change anything that's off.
Rerun
Send Relay back to this carrier.
Generate email
Draft the client email from these results. Send the email

Guides for this screen

Review results and send the email See every carrier's result together, fix anything off, and send the client a quote email.