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How will the quote results be presented in Epic once quotes are generated?
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Once the capability has generated quotes in ARS, it will download the relevant quote sheets and extract the quoted premiums.
In Epic, the top three competitive quotes will be highlighted in the activity note.
The following quote sheets will be directly attached to the insured(s) account in Epic:
- Carrier Summary
- Carrier Detail
- Underwriting Detail
- Carrier Comparison