Vision quoting with EyeMed and UVP is currently only available for Pennsylvania, Colorado, New Jersey & Ohio clients. **You must have at least 10 employees to quote EyeMed vision plans or at least 5 employees to quote UVP vision plans (this is a requirement of EyeMed and UVP)
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 fill in your quote name
5. Make sure to select "Vision," in addition to "Medical," as your products and click "Next"
6. Upload your census file (.csv format) or use the "Quick Add" feature
7. You are now ready to "Select Plans." First, select your medical plans by selecting the box in the top right of the plan or by selecting “Add"
8. Next, select the Vision tab and add plans by selecting the box in the top right of the plan or by selecting “Add." The cost reflected on each plan is the total cost for all subscribers per month. Click "Next" when you are finished
9. The final step is the "Quote Summary" page where you can view, download and share your proposals. Vision will always be the final tab in your proposal.