Simple and Efficient Quoting Begins on Step 1 - where you can enter your group's information and select the effective date!

Starting a New Quote:

In your dashboard, select "New Quote."

Adding a New Group:

If your group isn't within Benefix yet, you can click on the + icon under 'Group Actions' to create a new group!

Here, you will fill in your group's information, including their name and location. Although not required, level-funded and some ancillary carriers will not be available if a SIC is not provided. The number of pay periods per year is also optional but useful if you would like to include that information within your proposal.

*NOTE* Some zip codes will fall under multiple counties. To avoid eligibility issues, you must select your group's correct county of residence.

For more information on Ambiguous Zip Codes, click the button below!

Selecting a Group already within Benefix:

If your group is already within Benefix, you can select it from the drop-down menu!

Adjusting the Effective Date:

Within the first step of the quoting process, you will also select your group's effective date and name your quote accordingly. Click "Next" to continue.

Changing the Quote's Name:

If you would like, you can also add a custom name for your quote within the 'Quote Name' box. This is only for your own personal use and will not be reflected within the proposal.



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