Print Pre-filled Forms for a Prospect

All Reinsurance Years

After a quote has been added to a prospect's record, pre-filled forms can be printed for the prospect.

1.

In the Search bar, from the Year dropdown, select "All" and "Grower Name".

2.

In the Search field, type the name or a partial name of the prospect and click Go. The System displays the results on the View Growers page.

3.

Locate the prospect's name, and in the row that corresponds with the prospect, click the Policies hyperlink. The Policies for Grower page opens.

4.

In the row that corresponds with the quote you need to print forms for, click the Forms hyperlink. The quote opens on the Print tab.

5.

On the Print tab, in the Print Forms section, the crops on the selected quote display in the Crops Selected to Print box. To remove a crop from this box to the Crops box (to not be included in the printing of forms), select each crop to remove and click < Remove.

6.

Select the forms to print by marking the checkbox next to each form name. For each form, click + to expand the print options and make applicable printing selections.

7.

Click Print. The selected forms download to your browser.