Overview
If you've been added to Quote+ as a Broker, you can log in to update your user account's profile information, add your National Producer Number (NPN), add your signature, change your password, and set up two-factor authentication.
Note: Your National Producer Number (NPN) is required to obtain quotes for all products in Quote+, including UHC. As a Broker, you can log into Quote+ and add your NPN at any time. See this section.
To edit your user account information, select the head icon next to your name to display a dropdown menu, then 'Profile & Settings' in the dropdown menu.
IN THIS ARTICLE
Profile
List of fields
As a Broker, you can log into their Quote+ accounts and edit any of the following profile fields (except User Name) at any time:
- User Name - The unique name you use to log into your Quote+ account. Set up during account creation and can’t be modified or changed.
- First Name - Your legal first name.
- Last Name - Your legal last name.
- Primary Email - The email address you used to create your Quote+ account.
- Recovery Email - A secondary email for resetting your password if forgotten.
- Mobile - Your mobile number, used for two-factor authentication and account recovery.
- Phone - Your business phone number.
- National Producer Number (NPN) - A unique ID assigned by the NAIC for tracking your insurance licensing and activities. Required to obtain quotes for certain Carriers, including UHC.
You can manage email notifications for Employee Changes, Qualifying Life Events (QLEs), and QLE Ancillary Applications from the Profile tab.
- How to turn on/off the Employee Change notification as a Broker
- How to turn on/off the Qualifying Life Event notification as a Broker
- How to turn on/off the QLE Ancillary Application notification as a Broker
How to add your NPN
Note: Don't know your NPN or need additional assistance? Visit this Centers for Medicare & Medicaid Services (CMS) FAQ for more information or search for your NPN here.
- In the top right-hand corner of Quote+, select the "head" icon next to your name to display a dropdown menu, then 'Profile & Settings' in the dropdown menu.
- On the Profile tab, find the National Producer Number (NPN) field and enter your NPN.
- Select the 'Save' button.
Broker Signature
You can add your signature to your account settings by either drawing or typing it. Remember to save any edits you make.
Drawing:
Typing:
Security Settings
You can change your password anytime and enable or disable two-factor authentication.
Scroll down the page to locate the two-factor authentication settings.
Note: To use two-factor authentication, you must have a phone number stored in the Mobile field under the Profile tab in your account settings.