Quoting Guide
Your guide to Single and 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
Plan Selection Tips and Tricks
Where to view age-banded rates, composite rates, carrier plan documents and more from Step 3 of quoting
Written by Cindy Fillgrove
Updated over a week ago
Updated over a week ago
Employer Contribution
Enter your employer contribution to be reflected in your proposal
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
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
ReQuote Tool
Great for renewal quotes!
Written by Lauren Hershey
Updated over a week ago
Updated over a week ago
Multi-Option Quoting
How to Multi-Option Quote
Written by Lauren Hershey
Updated over a week ago
Updated over a week ago
Buy Up Contribution
Written by Lauren Hershey
Updated over a week ago
Updated over a week ago