# Follow up on quotes

> Find a quote, save today’s contact, and compare results.

Language: en-US. Product guide: https://agencymesh.com/help/quote-reports/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Use [Dashboard](https://app.agencymesh.app/) for quote follow-up and [Quotes Report](https://app.agencymesh.app/quotes/QuotesSearch) for details and history.

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## Record today’s contact

1. On Dashboard, open **Action Items > Quotes**. Find the customer with **Search due quotes...** and use **View** for details.
2. Click **Script** under **Contact Today** for call or SMS wording. [Use a script](/help/training-documents-and-scripts/#training-call-script).
3. Complete the call or message. Under **Contact Today**, open **Today** or the current outcome and choose **None**, **Called**, **Sent SMS**, **Rewrite**, **Sold**, or **DNC**. It saves immediately.

**Called** and **Sent SMS** record today’s work, so the quote may return tomorrow. **Sold**, **Rewrite**, and **DNC** (Do not contact) stop normal follow-up.

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## Find a quote or its history

1. In **Quotes Report**, choose **Office**, **Start**, and **End**. **Date > Created** finds when quotes were added; **Updated** finds when they changed. Add **Status** or customer details, then **Search**.
2. Click the **Details** eye icon. Use **Main** for the summary or **History** for contact changes; other tabs show customer, policy, agency, and driver/vehicle details. For wording, choose **Call script** at the top.

Save contact outcomes on Dashboard; this report is for review.

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## Compare results or map quotes

1. Manager or Administrator: open [Quote Metrics](https://app.agencymesh.app/quotes/QuoteMetrics). Choose **Office**, then **Month** or **Custom Range**, and **Get Metrics**.
2. Use **Performance Plan > Next Steps** for suggested follow-up, or **Office Breakdown** and **Market and Profile Detail** for detail. Suggestions do not change records.
3. For locations, open [Quote Stats](https://app.agencymesh.app/quotes/QuoteStats). Choose **Office**, **Start Date**, and **End Date**, then **Get Stats**. Select an office tab for its map.

Metrics compares quotes, closed/bound results, outreach, rates, and premium. The separate map includes only quotes with mapped locations; it does not change statuses.

## Related guides

- [Follow up with customers](https://agencymesh.com/help/leads-and-quotes.md)
- [Add and follow up with leads](https://agencymesh.com/help/lead-management.md)
- [Track goals and results](https://agencymesh.com/help/goals-and-reports.md)
- [Use documents and scripts](https://agencymesh.com/help/training-documents-and-scripts.md)