Broker Resources

Additional resources to assist Brokers in transferring Groups to their book of business, and submitting requests to add new Carrier plans, Carrier forms, and Carrier censuses to...

You can also view this guide in an interactive format with FlippingBook here, where you can flip through the pages like a real book. TABLE OF CONTENTS Account Setup Independent...

If you’re a General Agency (GA) and want to cover the subscription costs for your downlines on Quote+, please contact your Client Success Manager or Sales Representative. We wil...

As a GA Broker, you will be able to do the exact same things in Quote+ as a standard Broker. The key difference being, as a GA Broker, you can either operate as your GA Agency o...