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>>Now we're going to look up our customer. As we put in the information to bring back our client information, the portal interacts with an enterprise customer file. This customer file brings back the pertinent data on our customer Alice Sheen.
As you can see, it has such items as recent activity, a policy summary, and the ability to perform a new quote. By having this tab, it makes easier the ability to do cross sell and up sell. Now we're going to quote an automobile policy.
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