You are here:
Create a Quote from the Broker Experience Site
Brokers and agents can quickly create a quote directly from the Broker Experience site using a guided flow.
- Log into the broker Experience site and under Quick Actions, click Create a Quote.
-
Search for a group account or you can also create a new one.
When you're done, click Next.
- Enter quote details and click Next.
- Select plans and click Next.
-
It's as simple as that. You see the quote confirmation. To see quote
details, click View Quote.
After the broker creates the quote, the admin user (Captive Agent) can add the census and price the quote for the broker.
- How Does Quote Creation from the Broker Experience Site Work?
Quote creation is powered by our Create Quote OmniScript. You can find the Create Quote OmniScript in the OmniScript Designer listed under:
Did this article solve your issue?
Let us know so we can improve!
