The final step of the quoting process is the quote summary. Here you're able to verify your quote details, include employer contribution and current/renewal plans, and generate your proposal.
At the top of the page on the right-hand side is a summary where you can view your quote details, such as effective date, company name, member count, and more.
On the left-hand side, you have the option to add in your employer contribution for medical, dental, and vision products.
For more information on entering your Employer Contributions, click below!
Adding Current and Renewal Plans
Within Step 4 of the quoting process, you're able to add your group's current plan using the '+ Add Current Plan' tool. Mark their renewal plan by hovering over the plan and clicking the flag icon on the right-hand side.
For more in-depth information on this process, please click the below!
Adjust Plan Order
Step 4 is also where you can adjust the order in which you'd like to see plans on your quote. Hover over a plan and click the down or up arrow on the left-hand side to move it up or down.
For more information on adjusting your default sort order, click below!
Generating a Proposal
Once you have selected your plans, added contributions, and set the desired sort order, you are ready to generate your custom proposal! Click on one of the format options on the right-hand side under the Quote Details section to begin generating your proposal. A small, spinning circle will indicate that our platform is working to create your proposal.
Once the spinning circle disappears and you see an Excel logo, your proposal is ready for download. Click once more to download the proposal to your computer. If your proposal output supports automatic PDF conversion, you can click the arrow next to the proposal and click 'Generate PDF' once the excel proposal has been generated!
If you'd like to customize your proposal, click on the arrow next to the desired output and click 'Proposal Settings'
For more information on the proposal builder, click the button below!
Once you begin generating your proposal, it will continue to generate even if you leave the webpage. If you need to visit another page on the Benefix platform, the proposal will be available to download once you have returned. You can also utilize the 'Downloads' button in the upper right-hand corner of Benefix to access your generated documents from anywhere on Benefix!
For more information on the 'Downloads' button, click the button below!
For more information on the features of the Benefix Horizontal proposal, click either button below!