Agency Workspace - 2019 - 14

Agency Workspace

Quoting

Find the Right Plan with Agency Workspace.
We understand that finding the right plan for a client is your priority. We've
streamlined the quoting process and created a simple, easy-to-access view
of the previous quotes you have created for clients. You can access your
quotes by clicking "Quotes" from the My Book of Business section in the

We are here
to help make
quoting easy.

left menu. By selecting a quote you can see the lines of coverage included in
the quote and easily access the client ready proposal by clicking on the proposal link.

There are two ways to start a quote in Agency Workspace.
1. From your list of quotes, you can click the "Create Quote" button located in the top right of
the screen. The next screen will ask you for key information needed to quote such as name, total
number of employees, the zip code, effective date and average number of full-time equivalents.
Once you click "Save" a quote will be run with your regions Market Favorites. Market Favorites
include a list of various medical, dental and vision plans that popular in your market based off of
BenefitMall sales.
2. From the My Tools section of the left navigation menu, you can select quoting. For brokers in our
CA, CO, GA, FL, Mid-Atlantic, and TX markets quoting is brought to you by our award-winning
CRQS system. For brokers in our NY and NJ markets quoting is brought to you by HealthConnect.

To learn about Quoting, click on the links below.
READ about Quoting in the Quick Reference Guide.
WATCH a video on Quoting.

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https://pages.benefitmall.com/rs/760-KBH-901/images/AWS.CarrierLibraryQRG.05142020.pdf https://share.vidyard.com/watch/fnpmAi6DEhrujk7yPwhMG6?

Agency Workspace - 2019

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