Benefix

Lauren Hershey

Alex Palumbo

Noelle Stratton

Quoting Guide

Step 1 - Quote Details

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

Step 2 - Census Editor

Quickly select your group's Renewal and Alternate plans

Step 3 - Plan Selection

Step 4 - Proposals & Summary

Start your groups enrollment directly from their quote!

Step 5 - Begin Enrollment

Customize and download your report with our Proposal Builder

Using the Proposal Builder

A complete breakdown of the Benefix horizontal proposal

Understanding Your Single Option Proposal

A complete breakdown of the Benefix multi-option horizontal proposal

Understanding Your Multi-Option Proposal

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

Employer Contribution

Cindy Fillgrove

Quoting Guides

How to quote level-funded products directly in Benefix

How to Quote Level-Funded Plans

How to quote Aetna Funding Advantage products directly in Benefix

Quoting Aetna AFA

How to quote UnitedHealthcare All Savers products directly in Benefix

Quoting UHC All Savers

Level-Funded Quoting

A quick guide on quoting all things ancillary on Benefix

Quoting Ancillary

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

Adding Custom Plans

Ancillary Quoting

Where can I view composite rates for my group?

Quoting with Composite Rates

How to understand the calculation of composite rates

Composite Rate Calculation

Composite Rates

Tips on how to investigate when seeing a rate difference.

Troubleshooting Rate Differences

Additional Census Templates to get more out of your upload

Advanced Census Templates

A guide to our current carrier API connections

API Connectivity

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

Adding Current & Renewal Plans to Your Proposal

Adjust the current plan's effective date at the group & individual level

How to Adjust the Current Plan's Effective Date

How to manage zip codes that lie within two counties

Ambiguous Zip Code

Where to view age-banded rates, composite rates, carrier plan documents and more

Quoting Guide

Quoting Guides

Level-Funded Quoting

Ancillary Quoting

Composite Rates

Quoting Extras