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Stage 1: Quoting Coordination
Efficiently gather and compare multi-carrier medically underwritten, community rated, and ancillary group benefits quotes in Quote+, saving your team time from shopping each carrier in individual shopping portals.
Stage 2: Enrollment Coordination
Utilize the built-in professional proposal templates in Quote+ to quickly present the top products for side-by-side and year-over-year comparison, saving your team time drafting the proposal design and populating data.
Stage 3: Group Closing
Accurately gather group enrollment data, employee medical health information, and digitally signed documentation, then securely send that data to the carrier in one click using Quote+.