How do I modify a quote?

Learn how to modify coverage

Chris Shafer avatar
Written by Chris Shafer
Updated over a week ago

1. You can access the quote page through the accounts table of your dashboard or through the email alert you receive when a quote is available.

2. You will see an Overview that shows the coverage that you are recommending to the retailer and company.

3. To modify the coverage shown in Overview or to add additional options click on Directors & Officers, Employment Practices, or Fiduciary.

4. You can then click to edit the coverage shown in Overview or click Add Another to add additional options. You can always remove an option by clicking Delete.

5. To select shared limits click Add Shared Limit in Overview.

6. The coverage that is shown in Overview, along with any additional options you’ve created will automatically update and appear in the quote pdf. You can download the quote pdf from Overview.

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