How it works:
Click “Quote” in the upper right corner.
Input client’s zip code, age, and household information. Their eligibility, subsidy, and cost sharing reduction will show up on the right.
Note: *Plan results will populate after all client information is entered*
Plan results can be filtered to ensure you're finding the best plan for your client. Filter by max premium or max deductible if your client has a specific budget. You can also filter by metal level and network type.
From the plan results page, you can save your quote as a lead to come back to later, email the list of available plans to your client, compare plans and share, or proceed to the application portion to enroll your client.
To create a lead from quote, click “Save Lead”, enter the client's basic info, and they will save in your "Leads" tab.
To email Link to client, click the "Send to client" link in the upper right.
To compare up to 5 plans, click "Compare" on the bottom of each plan. Click "Share" on the upper right to send the side-by-side comparison to your client.
You can begin the enrollment directly from the quoting tool by clicking "Enroll now".
Clients currently in the quoting process can be found in the “Leads” tab of your dashboard.
Clients who have enrolled in plans will be shown in the “Clients” tab.