Feb 21, 2022
eQuote function for grandmothered renewals still available in Producer Toolbox
eQuote for grandmothered renewals has been retired, but you can still perform the same function in Producer Toolbox. Putting all your renewals and account management information in one place will make it easier to locate and generate Summary of Benefits (SOB) and view accounts and renewals for all clients. Select More Filters under the Clients or Renewals tabs within Book of Business to view grandmothered accounts. You will no longer be able to quote legacy alternatives, but renewal packets will include all available alternatives.
These training materials can help you learn how to use Producer Toolbox. For videos that walk you through this specific change, scroll down to #12 “Additional Training Menu” and choose the applicable product type.
For more information, please contact User Software Support at 888-268-4361 or email@example.com.