Locking an Estimate or a Supplement

To lock an estimate or a supplement, open the workfile and select the Estimate tab, Lines tab. Select the Lock Estimate, or the Lock Supplement action from the toolbar. Once locked, the estimate or supplement is communicated back to the insurance company. The program also verifies that all required fields are populated before the estimate can be locked.

To lock an estimate or a supplement

1. Open the workfile.
2. Select the Estimate tab, and then select the Lines tab.
3. Select the Lock Estimate or the Lock Supplement button in the toolbar. The Lock Estimate or Lock Supplement dialog box opens.
4. Click Save or Save and Close.