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How to interpret the Medical Condition Summary Report in Quote+
OverviewThe Medical Condition Summary Report is designed to review the overall medical situation of a Client through the medical conditions reported by their Employees. In evalu...
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How to view the Employee Status Report in Quote+
OverviewReviewing the Employees is an important step to help you keep track of an Employer's progress throughout the quoting and enrollment processes. To help, we have an Employ...
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How to view the Current Client Report in Quote+
OverviewPerhaps your Agency wants to view your entire book of business on a single document.NOTE: A Group is considered active if any of its Employees have logged on within the ...
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How to download the Plan Selection Report in Quote+
As a Broker, you can run a report to view the plan selections for their Employers. You can run this report after the Employees select their own plan(s) or after you assign the p...