Configuring Workflows
In Quote+, a Workflow is a set of rules that control how the Employee Portal works. It determines when the portal opens and closes for key activities like the Medical Health Que...
How to submit forms to a Carrier for a quote
This article explains the general process for sending Prescreen or quoting information to a Carrier. This process includes sending Carriers a Medically Underwritten Quote (MHQ)....
How to collect total household income in the Employee Interview
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 Income for an ...