Quoting

Your guide to Single and Multi-option quotes and more!

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31 articles in this collection
Written by Lauren Hershey and Cindy Fillgrove
Your Guide to Quotes

How to Quote

How to quote a group with one census
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Written by Lauren Hershey
Updated over a week ago

Selecting Carriers

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Written by Lauren Hershey
Updated over a week ago

Geisinger Eligibility Zones

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Written by Lauren Hershey
Updated over a week ago

Adding a Current Plan to Your Proposal

Add the comparison plan in 2 simple steps
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Written by Cindy Fillgrove
Updated over a week ago

How to Add a Renewal Plan to Your Proposal

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Written by Lauren Hershey
Updated over a week ago

How to Delete a Quote

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Written by Lauren Hershey
Updated over a week ago

How to Edit a Quote

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Written by Lauren Hershey
Updated over a week ago

Pennsylvania GRAs

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Written by Lauren Hershey
Updated over a week ago

How to Edit Client Company Information

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Written by Lauren Hershey
Updated over a week ago

How to Quick Add

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Written by Lauren Hershey
Updated over a week ago

How to Sort Your Plans

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Written by Lauren Hershey
Updated over a week ago

"No plans available for your selected carriers" Error Message

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Written by Lauren Hershey
Updated over a week ago

ReQuote Tool

Great for renewal quotes!
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Written by Lauren Hershey
Updated over a week ago

How to Filter Your Plans

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Written by Lauren Hershey
Updated over a week ago

UPMC Eligibility Zones

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Written by Lauren Hershey
Updated over a week ago

Contribution Calculator

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Written by Lauren Hershey
Updated over a week ago

Medical Carrier Requirements

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Written by Lauren Hershey
Updated over a week ago

How to "Favorite" Plans

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Written by Lauren Hershey
Updated over a week ago

How to Add a Dependent Over the Age of 25

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Written by Lauren Hershey
Updated this week

Informational "i" Icon

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Written by Lauren Hershey
Updated over a week ago