Quoting Tool
- Can I send clients directly to the website sign up link?
- How does the quoting tool work?
- What do the different statuses mean?
- Quote Link vs Employee Invite vs Shopping: Three Different Links
- Can I customize a quote with additional ICHRA education or branding before sending it to a prospect?
- Why does the quoting tool only offer Bronze and Gold (not Silver)?
- Why an Employee Doesn't See a Carrier or Plan They Expected
- Sent Quote vs Finalized Quote: Why Allowances Look Wrong After Signup
- Why a Prospect Is Missing From My Pipeline or Customers List