Issue
You changed a detail (for example, the client's occupation, date of birth or a scenario setting), but the quote results still show the old premiums.
Why This Happens
Scenarios save automatically, but quotes aren't re-run automatically. Results stay as they were when the quote was generated, shown as Quote generated on (date) in the Quote Details panel.
How to Fix It
Go to the Quotes tab.
In the Quote Details panel, select the Life Insured.
Click Requote on each quote that needs updating.
Check the Quote generated on date has updated.
Workspace defaults changed? Existing scenarios keep the settings they were created with. To use the latest workspace defaults, click ⋮ > Scenario settings > Reset to Workspace default, then requote.
Tip: Recommendations are based on the quotes at the time you selected them. After requoting, check the Recommendations tab still reflects the products you want.
