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 and fill in your quote name
5. Upload your census file (.csv "comma separated values" format) or use the "Quick Add" feature
6. You are now ready to "Select Accident Plans." The accident tab is your fifth tab at the top of your webpage. Add plans by selecting the box in the top right of the plan or by selecting “Add." Click "Next" when you are finished
9. The final step is the "Quote Summary" page where you can view, download and share your proposals.