XImport Quick Quote Setup Procedure

Step 1 - Verifying a company's bridge is installed
Verify that your company's bridge is available in Quick Quote. Click the Utilities button from the main menu then click the Bridge tab. Scroll through the list on the left to find a specific bridge. If your bridge is not listed contact the insurance company about getting it added. You cannot manually add bridges in Quick Quote.
Step 2 - Execute a bridge
Retrieve a quote from the Saver or add a new quote. Rate the quote and then choose the company's rate that you are going to bridge. Then on the button menu across the top click the Print button and then select Application on the drop down menu. Fill in as much data as possible on the application. Then on the button menu across the top click the Bridge button and then select Bridge to Company on the drop down menu. This will launch the bridge.

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