How to Quote Lauren Hershey Updated January 18, 2018 16:58 Follow Quoting with BeneFix is quick and easy! 1. In your dashboard, select “New Quote”2. In the “Select Client” box, click on the blue button that says, “+ New Client”3. Fill in your client’s information in the “Add Client” box and press "Save"4. Select your effective date (choose the 1st or the 15th of the month) and your product type5. Upload your census file (.csv format) or use the "Quick Add" feature 6. You are now ready to "Select Plans" 7. Add plans by selecting the box in the top right of the plan or by selecting “Add." Click "Next" when you are finished 8. The final step is the "Quote Summary" page where you can view, download and share your proposals Related articles How to Filter Your Plans How to Edit a Quote How to Edit Your Cover Sheet How to Sort Your Plans How to Delete a Quote Comments 0 comments Article is closed for comments.