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welcome to the quote and proposed tutorial for commercial lines in this course we will demonstrate how to complete a quote and propose it to your client so letamp;#39;s get started find the commercial applicant in question in sales Center when first looking for an imported applicant they will be in the new bucket in sales Center this is the first step in the sales process and most likely you will need to collect more information from your lead click on the name of the applicant this will take you to the applicantamp;#39;s page from here go to the details Tab and complete any missing information like the address tax ID and contacts that didnamp;#39;t come with the import when ready at the bottom of the page click save this is also a good time to collect any information from your applicant and documents like the loss run report or motor vehicle reports if necessary to import documents from the documents tab click add then upload to learn more about the documents page please watch our
