Finding your Quote on the SaversCL Website
by Kathleen Kotchon, Implementation Manager, Policy Works
You've sent your RFQ (Request for Quote) electronically to ING's web-quoting site and now you want to see its status. One of the benefits of eMarketing is that you have the option to view your quote right in Policy Works, which means you don't have to exit the program, minimize your screen or open your web browser. Policy Works takes care of this step for you.
To locate a quote on ING's web-quoting site:
- Open your client file and go to Marketing Documents,
- Open your ING quote (see above),
- On the Tools menu, choose Go to ING eMarketing website.
Your web browser opens the quote on the SaversCL website. It's that easy.
back to the top
