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Home > Application Support SOP's > Digital Workbenches > Contract Workbench > How to retrieve an existing quote/policy
How to retrieve an existing quote/policy
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To pull up an existing quote and/or policy, please follow the steps below in a chrome browser:

1. Navigate to account list 


2. Enter Named Insured or Quote/Policy Number into search bar and select magnifying glass to search. Allow the system a minute to load.


3. Select account once it displays and allow a few minutes to load.


4. System will generate please wait message advising the policy is loading, as a note this may appear for a few minutes.


5. Account details will appear on the top of the screen indicating it has loaded.


6. Once the page has loaded scroll down (past account list) to view the policy details.


 

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