Retrieving a Quote

modernLINK® offers several convenient search functions that allow you to retrieve a previously entered quote. You retrieve a quote to review it, print it, update or submit it. Saved quotes that have not been processed as policies or declined are visible in the Rate, Quote and Submit system for six months.

You are able to retrieve only the quotes that you entered in modernLINK or that you are otherwise authorized to see based upon your security profile. You can update a retrieved quote as long as its status is not Pending Issuance or Processed.

When you retrieve a quote, the system automatically rerates the quote to ensure that the latest rates are applied.

To retrieve a quote:

On the page menu bar, click Retrieve.

The Search for Existing Quote page opens.

Enter the search criteria. The more search criteria you enter, the more specific the search becomes.

Possible Search criteria are:

Field	Description
Last Name	The applicant's last name.
First Name	The applicant's first name.
Middle Initial	The applicant's middle initial.
Status	Status of the quote.
Quote ID	The system-assigned quote ID.
Policy Number	The policy number.
State	The state location of the property.
Location Zip	ZIP code where the property is located.
Agency	The agency through which the quote was made.
Sub-Producer	Name of the sub-producer through which the quote was made.
Between	The time span in which the quote was made. Specify a beginning and ending date in the format dd mm yyyy.
Product	The product line default is displayed here.

Click Search.

The Search Results list opens (if you don't receive any results, expand your search by using fewer search criteria).

Click links in the Last Name column to open, view and update quotes.

You can sort the Search Results list by clicking a column heading. Results are displayed with a maximum of 100 on a page. If the list contains more than 100, click Next Page on the bottom of the page to view the next series.