How to Quote Lauren Hershey Updated April 09, 2018 20:37 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), fill in your quote name and select your product type(s)5. Upload your census file (.csv "comma separated values" 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 Your Client Relationship Management (CRM) Tool How to Quote Dental Introduction to Beam Intro to BeneFix Intro to Your Dashboard Comments 0 comments Article is closed for comments.