Quoting Guide

Your guide to Single and Multi-Option Quotes and more!

28 articles in this collection
Written by Lauren Hershey and Cindy Fillgrove

Quoting Basics

How to Quote

How to quote a group with one census

Written by Lauren Hershey
Updated over a week ago

Adding a Current Plan to Your Proposal

Add the comparison plan in 2 simple steps

Written by Cindy Fillgrove
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 Add a Renewal Plan to Your Proposal

Written by Lauren Hershey
Updated over a week ago

How to Sort Your Plans

Written by Lauren Hershey
Updated over a week ago

How to Filter Your Plans

Written by Lauren Hershey
Updated over a week ago

Contribution Calculator

Written by Lauren Hershey
Updated over a week ago

ReQuote Tool

Great for renewal quotes!

Written by Lauren Hershey
Updated over a week ago

Informational "i" Icon

Written by Lauren Hershey
Updated over a week ago

Multi-Option Quoting

How to Multi-Option Quote

Written by Lauren Hershey
Updated over a week ago

Buy Up Contribution

Written by Lauren Hershey
Updated over a week ago

Navigating Your Proposal

Printing Your Proposal

Written by Lauren Hershey
Updated over a week ago

How to Customize Your Proposals

Tailor your proposals to fit your needs

Written by Lauren Hershey
Updated over a week ago

Understanding Your Life Proposal Tab

Written by Lauren Hershey
Updated over a week ago

Proposal Format Options

Written by Lauren Hershey
Updated over a week ago

How to View Age-Banded Rates

Written by Lauren Hershey
Updated over a week ago

Where to Find SBC (Summary of Benefits) PDF

Written by Lauren Hershey
Updated over a week ago

Specific Eligibility Zones

Pennsylvania GRAs

Written by Lauren Hershey
Updated over a week ago

UPMC Eligibility Zones

Written by Lauren Hershey
Updated over a week ago

Geisinger Eligibility Zones

Written by Lauren Hershey
Updated over a week ago

Independence Blue Cross Eligibility Zone

Written by Lauren Hershey
Updated over a week ago

Virginia Anthem/CareFirst Geographic Divide

Written by Lauren Hershey
Updated over a week ago

Further Reading

Quoting UHC All Savers in benefix

FAQs on Quoting All Savers Products directly in benefix

Written by Cindy Fillgrove
Updated over a week ago

Medical Carrier Requirements

Written by Lauren Hershey
Updated over a week ago

Composite Rate Calculation

Written by Lauren Hershey
Updated over a week ago

Ambiguous Zip Code Warning

Written by Lauren Hershey
Updated over a week ago

"No plans available for your selected carriers" Error Message

Written by Lauren Hershey
Updated over a week ago

New York Rider Warning Messages

Warnings regarding Domestic Partners and Over-Age Dependents in NY

Written by Cindy Fillgrove
Updated over a week ago