1. 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 quote & comparison, select
Create quote
Compare plans