Copy a quote

After you create a quote, you can copy it to create a new quote. Underwriting Management copies all of the information from the original quote to the copy. You can then edit the information in the new quote to modify outputs. If you have progressed in the workflow of the original quote to either the Pricing stage (if your system is configured to allow pricing) or to generating quote documents, then Underwriting Management includes all information from the original quote as you reach the corresponding step in the copy.

To copy a quote, select the quote from navigation sidebar and click Copy Quote from the Actions menu.