To view your generated quotes,
- Select View Quotes. The default will have all of your quotes listed.
- To search within a date range, enter start and end dates in the format of mm/dd/yyyy.
- You can filter by My Quotes or All Quotes
- Select the View Quotes button. The results will show below.
- Select next to the quote you wish to view.
- Select View Proposal to view the proposal
- Select View Benefit Features to view the benefit feature sheet
- Select Copy if you would like to use an existing quote for the basis of another quote. After customizing your quote, select Get New Rates. Once you are satisfied with the rates, select Generate Proposal. Enter a description for your proposal and select Generate Proposal again.
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