You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
Home > The Whitespace Platform for Underwriters > Quoting > How can I make a second quote?
How can I make a second quote?
print icon

As a carrier, you can edit a request to quote from a broker and create a second quote:



  1. Open a request to quote.

  2. Edit the document.

  3. This will create a 'Quote Being Prepared'.

  4. Click into this document and select the 'Actions' menu (or '≡' on iOS).

  5. From the drop down menu select 'Clone'.

  6. Quote this back to create a second quote:

    • Click the 'Actions' menu (or '≡' on iOS) in the 'Quote Being Prepared' document.

    • From the drop down menu, select 'Quote'.





0 out of 0 found this helpful

scroll to top icon