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How to create a Proposal for an Employer in Quote+
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...
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Exporting a Census in Quote+
After generating a Proposal, you can export censuses to send to the Carrier. In this article, we'll discuss the different censuses.
IN THIS ARTICLE
Exporting a Carrier census
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Creating Proposal Templates in Quote+
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...
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How to navigate Products in a Proposal in Quote+
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...
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How to download a Proposal in Quote+
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...
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Navigating the Proposal Listing in Quote+
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...