How to Quote Lauren Hershey Updated February 06, 2018 20:38 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 Download Census Template Summer 2018 Intro to BeneFix Where to Find SBC (Summary of Benefits) PDF How to Customize Your Proposals Comments 0 comments Article is closed for comments.