Quoting Guide
Your guide to single & multi-option quotes and more!
12 articles in this collection
Written by Lauren Hershey, Cindy Fillgrove, and Jenni Calabrese
Written by Lauren Hershey, Cindy Fillgrove, and Jenni Calabrese
Quoting Basics
How to Quote
How to run a single-option quote for your group
Written by Jenni Calabrese
Updated over a week ago
Updated over a week ago
Quoting Level-Funded Plans
How to quote level-funded products directly in Benefix
Written by Jenni Calabrese
Updated this week
Updated this week
Plan Detail Tips & Tricks
Where to view age-banded rates, composite rates, carrier plan documents and more
Written by Cindy Fillgrove
Updated over a week ago
Updated over a week ago
Employer Contribution
How to enter employer contribution for medical, dental, and vision products
Written by Lauren Hershey
Updated over a week ago
Updated over a week ago
Adding Current & Renewal Plans to Your Proposal
Add the comparison & renewal plans in a few simple steps!
Written by Jenni Calabrese
Updated over a week ago
Updated over a week ago
Multi-Option Quoting
How to Multi-Option Quote
How to run a multi-option quote for your group
Written by Jenni Calabrese
Updated over a week ago
Updated over a week ago
Base Plan & Employer Contribution
How to set your base plan & enter employer contribution for medical, dental, and vision products in a multi-option quote
Written by Jenni Calabrese
Updated over a week ago
Updated over a week ago
Understanding Your Proposal
Understanding Your Proposal
A complete breakdown of the Benefix horizontal proposal
Written by Jenni Calabrese
Updated over a week ago
Updated over a week ago
Further Reading
How to Adjust the Current Plan's Effective Date
Adjust the current plan's effective date at the group & individual level
Written by Cindy Fillgrove
Updated over a week ago
Updated over a week ago
Composite Rate Calculation
How to understand the calculation of composite rates
Written by Lauren Hershey
Updated over a week ago
Updated over a week ago
How to use the ReQuote Tool
Use our ReQuote tool to create an identical copy of an existing quote
Written by Jenni Calabrese
Updated over a week ago
Updated over a week ago
How to Edit or Delete a Quote
Make changes to previously created quotes or remove it from your quote history entirely
Written by Lauren Hershey
Updated over a week ago
Updated over a week ago