QuotePad 2.0 Options

  • Single Office Broker Agency
  • For Brokers/Agents with less than two offices
  • Up To Two States: CA, CO, IL, NJ, NY, TX, MD, DC, and VA
  • Custom Branded with Your Logo and Colors
  •  
    Small Group Quoting – Medical, Dental, Vision, Life
     
  • Small Group ACA Age-Rated (CA, CO)
  • Small Group ACA 4-Tier Composite (CO)
  • Large Group Quoting 50+ / 100+
    (Coming Soon)
  • Custom Current Medical 4-Tier Plans (CA, CO)
  • Quote Custom Medical, Dental, Vision, Life Plans
  • Census Upload Auto-Mapped Popular Quote Engine Exports or Map Your Own Census
  • Compare Current, Renewal, New Options from Employer level down to Employee level
  • Multi-Carrier Quoting
  • Real-Time Contribution Strategy Modeling
  • Beautiful Branded Client Ready Proposal
  • Customized Proposal Builder
  • Proposal Export to Excel
  • Re-Quoting Saved Proposals at the Push of the Button
  • Employee Decision Support Worksheets
    (Compare Current Employee Costs/Benefits & Different Enrollment Scenarios)
  • Quote-to-Enrollment Integration w/EaseCentral
  • Quote-to-Enrollment Integration w/Bernie Portal
  •  
  • Custom Quote-to-CRM Integration
  • Enterprise Platform
  • For Carriers, PEOs & Regional/National Brokers Only
  • All States: Available
  • Custom Branded with Your Logo and Colors
  • Small Group Quoting – Medical, Dental, Vision, Basic Life, Voluntary Life, Short-Term Disability, Long-Term Disability, GAP Medical, Hospital Indemnity, Critical Illness
  • Small Group ACA Age-Rated (CA, CO)
  • Small Group ACA 4-Tier Composite (CO)
  • Large Group Quoting 50+ / 100+
    (Coming Soon)
  • Custom Current Medical 4-Tier Plans (CA, CO)
  • Quote Custom Medical, Dental, Vision, Life Plans
  • Census Upload Auto-Mapped Popular Quote Engine Exports or Map Your Own Census
  • Compare Current, Renewal, New Options from Employer level down to Employee level
  • Multi-Carrier Quoting
  • Real-Time Contribution Strategy Modeling
  • Beautiful Branded Client Ready Proposal
  • Customized Proposal Builder
  • Proposal Export to Excel
  • Re-Quoting Saved Proposals at the Push of the Button
  • Employee Decision Support Worksheets
    (Compare Current Employee Costs/Benefits & Different Enrollment Scenarios)
  • Quote-to-Enrollment Integration w/EaseCentral
  • Quote-to-Enrollment Integration w/Bernie Portal
  • Custom Quote-to-Enrollment Integration
  • Custom Quote-to-CRM Integration