Attention agents: Thank you to everyone who completed our survey about printed quotes. Your feedback will help guide how we design a quote summary document for the New Agent Portal.
315 of you responded. Here are some of the key takeaways:
- Quote summary documents should look polished and clearly show the TWIA logo.
- You want to use them for a variety of tasks, including policyholder quotes, mortgage company quotes, and general record keeping.
- You want to be able to email them and save them as PDFs.
What Happens Next
Now that we have your feedback, we’ve started working on a solution based on the above results. It will be available as soon as possible.
How to Print Quotes for Now
One way you can currently print a quote from the New Agent Portal is to use your computer’s “Print Screen” button/shortcut while on the Quote Summary page. This job aid shows you how. Click here to view an example of the resulting screenshot.
If you have questions or concerns, let us know. Our Policy Services team is available at firstname.lastname@example.org or (800) 788-8247. Our normal business hours are Monday through Friday,
8:00 a.m.-5:00 p.m.