1. On Step 4 of the quoting process, go to the “+ Add Current Plan" section. This will give you the option to select your comparison plan:

2. Enter the plan name in the search bar and select your plan from the dropdown menu. Click "Add to Quote" and the current plan will be reflected in the first column of your proposal:

Your current plan will also appear at the top of your list of plans in blue:

* NOTE * To adjust the Current Plan's Effective Date at the Group level and Individual level, follow these simple steps:

  • Use the search bar under the " + Add Current Plan'" section to find your group's current plan, then simply click the Calendar Icon to adjust its Effective Date for the Group before clicking "Add to Quote":
  • Click on the "Effective Dates" Calendar Icon under the Current Plan's premium amount to adjust Effective Dates at the Member Level. Helpful for newer employees and dependents who may have joined the plan later in the year:

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