- In your dashboard, select “New Quote”
2. In the “Select Client” box, click on the blue button that says, “+ New Client”
3. Fill in your client’s information in the “Add Client” box and press "Save"
4. Select your effective date, fill in your quote name and press "next"
5. There are two options to add subscribers and members to your quote:
-Upload your census file via our upload feature
-Use our "quick add" feature
(If you are quoting in New York, you can use our "quick add" for group size)
6. Different product option tabs are available at the top of the page. Click between the tabs to see the different plans that are available. Add plans by selecting the box in the top right of the plan or by selecting “Add." Your plans will populate from lowest to highest monthly premium. Click "Next" when you are finished
7. The final step is the "Quote Summary" page where you can view, download and share your proposals. Your medical tab will always be the first tab on your proposal.