"Quick add" is a no-sweat way to update census information on quotes!

  1. Go to your dashboard and select “Quotes”

2. Press the pencil on the right-hand side of the quote you would like to edit

3. Click on the “Quick Add” tab and enter the new member’s information

4. You can also add a spouse and/or dependent (if applicable)

5. Press “+ Add to Quote”

*You can also access your quick add feature on step 2 of the quoting process*

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