Printing Quotes in the New Agent PortalPublished on: April 28, 2022
Attention agents: You may already know that 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 solution to the new portal – designed with you in mind. Stay tuned for a survey asking for your feedback on quote printing.
Current Way to Print Quotes
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.
If you have questions or concerns about this or anything else, let us know. Our Policy Services team is available at firstname.lastname@example.org or (800) 788-8247.