How to collect total household income in the Employee Interview for Quote+

Overview

Brokers can make it a requirement for Employees to enter their Total Household Income (THI) in the Employee Interview.

IN THIS ARTICLE

Turning on Total Household Income for an Employer

In the filter panel, you will see a list of filter options. You can use these options to narrow down the list of products that fit your Employer’s specific needs.

Go to the Proposals page.

Find your client's Proposal. Select the kebab menu, then choose Edit.

In the Proposal, go to Step 3: Proposal Configuration.

You must complete Steps 1 and 2 before you can get to Step 3.

Make sure the Require MHQ for Employees box has a checkmark.

In the Workflow Options section, review the Require Employee Total Household Income option. If its box is empty, checkmark it.

Save and continue.

The Employee Interview will now require Employees to provide their total household income when completing the Medical Health Questionnaire section of the Employee Interview.

Adding Total Household Income in the Employee Interview

Once logged into their account, the Employee will start on Step 1: FormFire Profile. In this step, the Employee will see the Total Household Income field.

Viewing Total Household Income for an Employer

You can access Total Household Income data by generating a Custom Census. See this article for instructions on how to generate a census.

Make sure the Total Household Income box has a checkmark when generating the custom census.