If you have Ivans built into QQCatalyst then you do not need to do this.
This is only for those policies tat are not automatically updated by Ivans.
Step 1 - Go the Policy and Click on the Quotes tab
Step 2 - Click once on the quote you want to issue
- You will see 3 options
- Choose Issue
Step 3 - Complete the Issue window
- The carrier info and premium will carryover from the quote to the issue window
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