Agents, How Do You Use Printed Quotes?Published on: May 19, 2022
Attention agents: How do you use printed quotes? How do you want to use them? Or for them to look? Fill out this brief survey to let us know.
Your feedback will help guide the way we design the print quote feature for the New Agent Portal. It may take some time for us to implement, and it may become available in stages. Once the survey is closed, we will let you know what the agent consensus is and our next steps. Expect to hear from us sometime in June.
How to Print Quotes 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.
The New Agent Portal does not include the Old Agent Portal’s way of printing a quote. That is because the old way produced inconsistent results.
Inconsistencies aside, agents are telling us that printing a quote is important to how you work and communicate with your clients. That is why we are working on adding a different print quote feature to the new portal – designed with you in mind.