Here is a list of resources to help you prepare for and navigate Open Enrollment easily.
Looking for comprehensive, step-by-step instructions, check out the Quote+ Overview Guide.
TABLE OF CONTENTS
Administer Your Client’s Users
Quickly Communicate With Your Clients
Easily View Your Carrier Information
Communicate With the Carrier
Add New Brokers to Your Agency
Additional Training Resources and Workshops
Administer Your Client’s Users
- How to reset an account password in Quote+ as a Broker
- Log in on behalf of an Employee in Quote+ as a Broker
Quickly Communicate With Your Clients
Use Employer and Enrollment Communication to email links and resources directly to your client’s Employees. Send welcome letters and application reminder letters for account creation, Medical Health Questionnaire (MHQ), and Enrollment.
Easily View Your Carrier Information
Wondering if we have your plans available yet? This article shows which ACA rates we have by carrier, state, and quarter.
Not seeing a specific plan, census, or form in your MHQ? Submit a request to add them.
- How to send in a census request to Quote+
- How to send in a form request to Quote+
- How to send in a plan request to Quote+
Use Preview Forms and Generate Census to review group information before submitting to the carrier. Assign plans through Manage Plans for employees to select. Use the request forms if a carrier form, census, or plan needs to be added.
- How to generate a census in Quote+
- How to assign plans to an Employer for Plan Selection in Quote+
- How to preview forms for an Employer in Quote+
Communicate With the Carrier
Use the Document Center to store and submit additional forms to the Carrier for Prescreen and Plan Selection.
- How to use the Document Center in Quote+
- How to submit forms in Quote+ to a Carrier for a quote
- How to submit forms in Quote+ to a Carrier for enrollment
Add New Brokers to Your Agency
- How to add additional Brokers (admins) to your Agency in Quote+
- How to manage your Broker account profile in Quote+
Additional Training Resources and Workshops
Quote+ Workshops
If you need to set up your account in the AgencyBloc Academy, you can do so here. If you have logged into the AgencyBloc Academy since 11/1/24 and are now having difficulty accessing your account, you can reset your password here. For assistance, please email training@agencybloc.com.
Workshop Recordings
Workshop recordings will be added here when available.
Workshop Sessions
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Quote+ Enrollment Season Workshop
- Available dates and times (pick and choose on the workshop registration page):
- August 14, 2025 at 11:00 AM Central Time
- August 21, 2025 at 11:00 AM Central Time
- August 28, 2025 at 11:00 AM Central Time
- September 4, 2025 at 11:00 AM Central Time
- September 11, 2025 at 11:00 AM Central Time
- September 18, 2025 at 11:00 AM Central Time
- September 25, 2025 at 11:00 AM Central Time
- October 2, 2025 at 11:00 AM Central Time
- October 9, 2025 at 11:00 AM Central Time
- October 16, 2025 at 11:00 AM Central Time
- October 23, 2025 at 11:00 AM Central Time
- October 30, 2025 at 11:00 AM Central Time
- November 6, 2025 at 11:00 AM Central Time
- November 13, 2025 at 11:00 AM Central Time
- November 20, 2025 at 11:00 AM Central Time
- Available dates and times (pick and choose on the workshop registration page):
Open Enrollment Season Resources
Utilize the Open Enrollment Season Resources to help you save time with prospect and client communication, streamline commissions processing, and more during enrollment season.