With Benefix, you're able to create an identical copy of an existing quote using our ReQuote tool. This feature is perfect for when you want to run a renewal or make changes to a group or census, but still save and keep track of your historical quoting data.

To use the ReQuote tool, head to "Quotes" page from your dashboard or sidebar menu. Find the quote you'd like to requote and click on the clockwise arrow button to generate an identical quote.

This new quote will have the same name as the original quote, followed by a (1). The quote will automatically reflect the the effective date, company information and census of the original quote.

You're also able to access this feature from the "Groups" page within your account.

__________________________________________________________________

Did this answer your question?