Quoting Guide

Your guide to single & multi-option quotes and more!

15 articles in this collection
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

How to Quote Level-Funded Plans

How to quote level-funded products directly in Benefix

Written by Jenni Calabrese
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

Employer Contribution

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

Written by Cindy Fillgrove
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 Jenni Calabrese
Updated over a week ago

Understanding Your Proposal

A complete breakdown of the Benefix horizontal proposal

Written by Jenni Calabrese
Updated over a week ago

Multi-Option Quoting

Buy Up & Multi-Plan Employer Contribution

How to set your buy-up/buy-down plan & enter employer contribution for medical products in a multi-option quote

Written by Cindy Fillgrove
Updated over a week ago

Understanding Your Multi-Option Proposal

A complete breakdown of the Benefix multi-option horizontal proposal

Written by Jenni Calabrese
Updated over a week ago

Further Reading

Default Medical Plan View

How to adjust your default plan view for medical quoting

Written by Jenni Calabrese
Updated over a week ago

Default Sort Order

Choose the order in which medical plans appear on your proposal by default

Written by Jenni Calabrese
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

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

How to "Favorite" Plans

Indicate your most frequently-used plans for quicker quoting

Written by Jenni Calabrese
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

Composite Rate Calculation

How to understand the calculation of composite rates

Written by Lauren Hershey
Updated over a week ago