With Benefix, you're able to edit your quote in just a few simple steps!

1. From your dashboard or sidebar menu, click "Quotes."

2. Locate the quote you wish to edit, then click the pencil icon from the options on the right-hand side.

*NOTE* To update the client company information, click the company name or visit the link below.

How to Edit a Group's Information


To delete a quote, follow the steps below.

1. From your dashboard or sidebar menu, click "Quotes."

2. Find the quote you want to delete and click on the trash can icon from the options on the right-hand side.

3. Click “OK” in the pop-up dialog box. Your selected quote will be permanently removed from your quote history.

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