Quoting Guide

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

16 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

How to Multi-Option Quote

How to run a multi-option quote for your group

Written by Jenni Calabrese
Updated over a week ago

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 this week

Default Sort Order

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

Written by Jenni Calabrese
Updated this week

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