Favoriting plans

PerfectQuote allows you to bookmark plans by marking them as "favorites", for quick access, and to easily communicate recommendations to your client, as well as to allow your client to let you know which plans are appealing.

Within the "Renewal Plans" view:

• Tap the "star" icon on a plan card, to mark it as a "Broker Favorite", to let your clients know which plans you recommend.
• If you give your client/group user access, then encourage them to tap the "heart" icon on plan cards to mark them as "Client Favorites", to let you know which plans they like.
• Tap the "Client Favorites" and "Broker Favorites" links indicated below, to filter plans by those bookmarks.