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How do I access a quote?

Learn how to review an issued quote

Chris Shafer avatar
Written by Chris Shafer
Updated over 4 years ago

You are able to review an available quote two ways:

1. You will receive an alert in your dashboard that a quote is available. You can click on the quote alert in your accounts table to access the quote page. From the quote page you can download the quote pdf as is or modify coverage prior to downloading the quote pdf.

2. You will also receive an email alert with the attached quote pdf that you can forward to your retailer. If you would like to modify the quote prior to sending you can access the quote page directly from the email by clicking Modify Quote.

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