Getting Started in Quicksolver

The Main Window allows you to:

• Create a new account or policy

• Access recently used accounts, quotes, and policies

• Conduct a search or advanced search

• Perform various transactions to existing quotes or policies via the action menu

• Import policies from other Quicksolver areas

• Read, create, or edit announcements

• Access the User Preferences area

• Access the online General Help system

• Pin key accounts or policies for easy access

The Account Window allows you to:

• Create a new account

• Modify existing account data

• View account data including the associated policies

• Delete an account

• Access existing policies for a specific account

  The Policy Window allows you to:

• Create quotes and issue policies

• Process endorsements, cancellations, reinstatements and renewals

• Experience and Schedule rate

• Copy and paste locations and vehicles

• Print or view policy forms and rating worksheets