Agency Workspace - 2020 - 20

CRQS

Add Census
Adding a New or Existing Client.
Brokers can easily add a new client to CRQS to create a quote. The process is quick and easy, however our Digital Support Team is available to
offer assistance as well.

TO ADD A NEW CLIENT
Select 'Quoting' from the Tools menu and then select 'New Client'. Click 'Start'.
All fields with a red asterisk (*) are required. You can click on 'Find SIC Code' to pop up a search feature if you are unsure. You can also search
by keyword to find the SIC code. Additional information can be added by clicking on the 'plus sign'. These fields are not required.
Click 'Save'.

SEARCHING AN EXISTING CLIENT
Alternatively, for any clients that have previously had a quote generated for them in CRQS, a simple search can be performed. Start by
selecting 'Quoting' from the Tools menu as before. Next, select 'Existing Client' and click 'Start'.
Next, enter one or more criteria and click 'Search' to find a an existing client.

IMPORTING AN ADMINISTERED GROUP
Primarily for our Mid-Atlantic brokers, we also offer the ability to import an administered group.
Select 'Quoting' from the Tools menu. Select 'New Client' and click 'Start'. Click 'Import Administered Group'. Select the desired group and
continue.

READ
ABOUT
ADDINGa CLIENTS
IN THE QUICK
REFERENCE GUIDE.
PRACTICE
registering
New Broker/Existing
Agency
READ
ABOUT
TIER COUNTS
NY IN THE QUICK
PRACTICE
registering
a New FOR
Broker/Existing
AgencyREFERENCE GUIDE.

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https://pages.benefitmall.com/rs/760-KBH-901/images/CRQS.ClientsQRG.04172020.pdf https://pages.benefitmall.com/rs/760-KBH-901/images/CRQS.CensusInformationQRG.04172020.pdf

Agency Workspace - 2020

Table of Contents for the Digital Edition of Agency Workspace - 2020

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