Selecting a Plan
The Plan Information page offers a wide variety of plans. After completing the Census Information using an import or adding new employees manually, you...
3. Quoting & Proposals
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Generate Proposal
The Export Proposal button on the Plan Information screen allows you to generate editable Excel proposals after you select your... -
Anticipated Enrollment
To help with employer cost analysis we can calculate potential premium based on which employees enroll or waive. After you... -
Employer Cost Analysis
This page allows you to view the employer’s estimated premium cost. These costs are based on the information given in... -
Manual Plans
Manual Plans allows the agent to build their own plans for available carriers and products. The agent can type in...