"Quick add" is a no-sweat way to update census information on quotes!
- Go to your dashboard and select “Quotes”
2. Press the pencil on the right-hand side of the quote you would like to edit
3. Click on the “Quick Add” tab and enter the new member’s information
4. You can also add a spouse and/or dependent (if applicable)
5. Press “+ Add to Quote”
*You can also access your quick add feature on step 2 of the quoting process*