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Create & Send a Quote

Learn how to create and send a quote to a consumer.

Updated over a week ago

You can create a quote in two different ways:

  • Click "Add To Quote" on the plan you want to add.

NOTE: This will add that plan to a popup that shows the plans selected for the quote and allows you to send the quote right from the plans page. You can only quote up to 3 plans.

  • Click "Add To Compare," which will allow you to compare up to 3 plans. After adding the plans you want to compare, click "Compare Now." You will then be taken to a page where you can see plan differences side by side (this feature can be turned off). If you are happy with your plan selection, click "Send Quote." You will then be asked if you would like to email and/or text the quote and if you would like to customize the message that is sent with it.

Consumers receive two emails/texts, one with their quote authorization code and the other with their personal quote link.

They will have the ability to enroll straight from their quote. If the consumer makes an enrollment, you will be notified.

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