Retention Automated Quoting

Navigating the Retention Center: Quoting and Automated Tasks ExplainedIn this video, I walk you through the Retention Center and demonstrate how to use the "Get Quote" button effectively. I show you how to manually run quotes and what to do if the system doesn't pull the necessary data, including sending a screenshot to support. I also highlight the automated remarketing task that simplifies the quoting process, which can save you time. For example, I ran a quote for Jasmine and noted that we have competitive options for Paulina, but some violations might be missing. Please make sure to follow up on any issues you encounter and reach out for support if needed.

Try this Feature out in Retention Center!!

We already setup Templates for this with our coverage standards but check out the Explainer / Explainer 2

If you face issues- add to ticket 1484972 - [#1826590]

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