Quoting Tool
- How does the quoting tool work?
- Can I send clients directly to the website sign up link?
- What do the different statuses mean?
- Why do Silver plans sometimes cost as much as Gold?
- Quote Link vs Employee Invite vs Shopping: Three Different Links
- Why an Employee Doesn't See a Carrier or Plan They Expected
- Can I customize a quote with additional ICHRA education or branding before sending it to a prospect?
- Sent Quote vs Finalized Quote: Why Allowances Look Wrong After Signup
- Why a Prospect Is Missing From My Pipeline or Customers List
- Why can't my client's employee find the plan from the quote?
- How do I add dependents and family scaling to a quote?
- What plan tiers can I quote, and how do I choose one for my client?