Quoting Guide

Your guides to quoting on Benefix!

21 articles in this collection
Written by Lauren Hershey, Cindy Fillgrove, and Alex Palumbo

Quoting Guides

Step 1 - Quote Details

Entering in your group's details

Written by Lauren Hershey
Updated this week

Step 2 - Census Editor

Add or Upload your group's employees, spouses, and dependents!

Written by Lauren Hershey
Updated this week

Step 3 - Plan Selection

Quickly select your group's Renewal and Alternate plans

Written by Lauren Hershey
Updated this week

Step 4 - Proposals & Summary

The overview of your customized quote!

Written by Lauren Hershey
Updated over a week ago

Using the Proposal Builder

Customize and download your report with our Proposal Builder

Written by Cindy Fillgrove
Updated over a week ago

Understanding Your Single Option Proposal

A complete breakdown of the Benefix horizontal proposal

Written by Lauren Hershey
Updated over a week ago

Understanding Your Multi-Option Proposal

A complete breakdown of the Benefix multi-option horizontal proposal

Written by Lauren Hershey
Updated this week

Employer Contribution

How to enter employer contribution for medical, dental, and vision products

Written by Cindy Fillgrove
Updated over a week ago

Level-Funded Quoting

How to Quote Level-Funded Plans

How to quote level-funded products directly in Benefix

Written by Lauren Hershey
Updated over a week ago

Quoting Aetna AFA

How to quote Aetna Funding Advantage products directly in Benefix

Written by Alex Palumbo
Updated over a week ago

Quoting UHC All Savers

How to quote UnitedHealthcare All Savers products directly in Benefix

Written by Alex Palumbo
Updated over a week ago

Ancillary Quoting

Quoting Ancillary

A quick guide on quoting all things ancillary on Benefix

Written by Lauren Hershey
Updated this week

Adding and Modifying Custom Medical and Ancillary Plans

Don't see your plan available on Benefix? Keep reading to find out how to add outside plans to your quote!

Written by Lauren Hershey
Updated this week

Composite Rates

Quoting with Composite Rates

Where can I view composite rates for my group?

Written by Alex Palumbo
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

Quoting Extras

Advanced Census Templates

Additional Census Templates to get more out of your upload

Written by Lauren Hershey
Updated over a week ago

Adding Current & Renewal Plans to Your Proposal

Add your small group's comparison & renewal plans in just a few simple steps!

Written by Lauren Hershey
Updated over a week ago

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

Ambiguous Zip Code

How to manage zip codes that lie within two counties

Written by Lauren Hershey
Updated over a week ago

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

How to "Favorite" Plans

Indicate your most frequently-used plans for quicker quoting

Written by Lauren Hershey
Updated this week