*There are certain requirements to quote dental. Click here to see what they are*
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 the products you wish to quote!
6. Upload your census file (.csv "comma separated values" 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 Dental tab and add plans by selecting the box in the top right of the plan or by selecting “Add." *For certain carriers, there are different rates for different group sizes* Click "Next" when you are finished.