• 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...
  • 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 ...
  • 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...
  • 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...
  • 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...
  • 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...