Quomation Configuration Step 1

• Launch Quomation
• Select the Company Options icon
• Wait for the Default Options window to open

  

 Quomation Configuration Step 2

• On the Default Options window select the Company Options tab

  

 Quomation Configuration Step 3

• Make sure that Encompass is selected under Companies
• Then select the green Unlock
• The Company Options will change from red to green

  

 Quomation Configuration Step 4

• Enter the Company Options that need to be updated
  • Password (same as in Express)
  • Website Agent Number (6-digit Producer code with 4 zeros on the right: 1234560000)
• Select Test Login once the password is entered
• Select the Lock button once this is all entered
• Then select Save and Return