Proposals for Non-Underwritten Products

A Proposal allows you to generate documentation for quoting community-rated and underwritten products. Ultimately, you will be able to download the Proposal and present it to th...

After downloading a Proposal, you may spend some time making edits and tailoring it to the Employer’s specific needs. This can be a manual and time-consuming process, especially...

OverviewPersonalize your proposals by uploading your agency’s logo. This article walks you through how to upload your logo and apply it to your Proposal Templates in Quote+.IN T...

This article will discuss the tools that you’ll use to select products for the Employer in the Proposal process. See this article for more information about Proposals. Note: Som...

In Step 6: Generating a Proposal, you can add employer contributions and generate Proposal documents in both spreadsheet and PDF formats. If you download the spreadsheet, you ca...

The Proposal Listing shows Proposals for all Employers that are currently associated with your Agency. See this article for more on how to create Proposals. IN THIS ARTICLE Acc...

Overview If you’re quoting underwritten products, you will typically need Employees to complete the Medical Health Questionnaire (MHQ). However, there may be times when you don’...

Overview Brokers can make it a requirement for Employees to enter their Total Household Income (THI) in the Employee Interview. IN THIS ARTICLE Turning on Total Household Incom...

Overview After completing Enrollment, you are ready to close the Employer's Proposal. Closing a Proposal finalizes the details and allows you, as a Broker, to submit feedback ab...

Below are the available Carriers in Quote+ for the first (Q1) quarter and second (Q2) quarter of 2026. Third (Q3) quarter and fourth (Q4) quarter 2026 rates will be updated as t...