• 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 ...