Quote Files - Best Practices

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Quote File Best Practices:

Use dual monitors if available, to help with review between carrier files and PerfectQuote plans/export.
Gather all carrier renewal files into (1) folder prior to uploading into PerfectQuote. (documents for current plans & renewal plans)
Review quote files to determine if the file is valid prior to uploading, when possible.
- Does it meet file requirements?
- Is it on the list of files PerfectQuote does not support?
Drag and drop all carrier files @ one time.
Quote upload tab - refresh browser after a plan is uploaded if the plan seems to taking a long time to finish processing
QF upload should take between a few seconds and 1-2 minutes normally
When setting up Current Plans, use the prior year renewal file, if available, then copy plans over to the Current Plans tab
Completing all plan language standardization in PQ export and then updating Broker favorite plans by Copying & Pasting may save time and ensure consistency
Set Broker favorites (star) for all plans that are added to BB
As a reminder, scanned files and/or files that are saved using Microsoft Print to PDF will create an upload error in PerfectQuote.
- To avoid this issue, when downloading and/or saving files to your desktop use the "save as" feature to keep the original PDF document properties and to avoid changing the underlying properties of the PDF.