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How to add, edit, and remove Employee Classes in Quote+
OverviewThis article explains how to create and manage Employee Classes in Quote+, either directly on an Employer record or within a Proposal. Employee Classes are used to group...
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How to add an Employer in Quote+
If an Employer (also known as a client or group) already exists but is not part of your book of business, all you need to do is perform an Agency Transfer. Otherwise, you can cr...
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Overview of Employee Classes in Quote+
OverviewEmployee Classes let you group employees by shared characteristics (like union status, job type, or location) so you can offer different benefits and employer contributi...
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Navigating the Employer Listing in Quote+
The Employer Listing shows all Employers that are currently associated with your Agency.
See this article for more on how to create a Proposal for an Employer.
IN THIS ARTICLE
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How to locate an Employer Code as a Broker in Quote+
The Employer Code is a unique identifier for each Employer. Employees and benefit administrators need the Employer Code to create an Employee account. The Employer Code is locat...
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How to effectively use Employer Communication in Quote+
Employees must have an account to log in to the Employee Interview and complete the Medical Health Questionnaire (MHQ). To create an account, the Employee will need an Employer ...
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How to enable and access the Employer Medical Info page in Quote+
Employer Medical Info is an optional questionnaire that is accessible to HR Managers from the HR Dashboard. This questionnaire collects additional Employer details for various E...