How do I create a quote & comparison for existing member?

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Presentation transcript:

How do I create a quote & comparison for existing member? Log-in Producer Toolbox From home page, select Current Business Select Rate Actions & Renewals tab On Individual Rate Action & Renewals page, enter required fields to find existing member or group of members, click Find Select Subscriber Name from list Subscriber details display including: contact info, current plan, premium & subsidy amounts and renewal date, plan, rate To create a quote, select Create New Quote/Comparison On Change of Coverage Demographics, most information will auto populate Scroll down to check subsidy eligibility with subsidy estimator Click Next to go to Change of Coverage Product Selection page Select up to 5 plans to compare by clicking box next to each plan To generate a comparison, select Review Selected Plans To print or save to dashboard, select Save To email quote & comparison, select Email Create quote Compare plans