Overview
This article explains how to access, review and download forms and applications for an Employee (items will be offered in PDF format).
Note: Pop-ups must enabled for formfire.quoteplus.com in your browser settings to preview and download forms in Quote+. If you encounter an error when previewing or downloading a form, check and make sure you have pop-ups enabled for our site. Refer to these links for instructions on Chrome, Firefox, and Safari.
IN THIS ARTICLE
How to preview a form
You can preview forms in the Employee Hub. To access the hub:
- Go to the Employers page.
- Find the Employee's Employer. Select the kebab menu, then choose Edit to access the Employer Hub.
- In the Employer Hub, select View in the Employees section to access the Employees page.
Note: To access, the Employer must have enrollment unlocked. Enrollment can be unlocked on Step 3 of a Proposal when MHQ (Medical Health Questionnaire) is enabled or from the Employer Hub.
- On the Employees, locate the Employee. Select the kebab menu, then choose Edit to access the Employee Hub.
Note: The Edit option will only show if the Employee has already created an Employee account.
- In the Employee Hub, select Send Individual Form option.
Note: You can also access the Employee Hub in Step 2: Employee Demographics of a Proposal. Please note that the Employee will still need to have an Employee account for you to access the hub.
On the Preview Forms page, you can search for forms by the form type, carrier, and form name.
Note: Forms that are displayed with a prepended "~" do not have medical conditions mapped and alphabetically appear first.
Once you find the form that you want to view, select the ellipses button to open a dropdown menu and select Preview Forms. The forms will either appear in another tab or even open in a new window, depending on your browser.