QualityQuotes
Help · Getting startedUpdated

Add your first policy

Walk through Create Quote: Member and plan, Plan optimization, then Plan selection. After the household signs, the policy moves through Sold to Active.

Create Quote runs in three steps: Member & plan, Plan optimization, then Plan selection. Save the quote before moving sold business into the policy workflow.

Member & plan

  1. Open Create Quote.
  2. Search for an existing member or add a new one from the member picker.
  3. Enter ZIP code, household size, income, and coverage year.
  4. Confirm the county and continue.

Plan optimization

  1. Review plans returned from live CMS Marketplace data.
  2. Check eligibility notices before discussing Marketplace plans.
  3. Filter by carrier, metal tier, premium, and saved medical needs.
  4. Select the plans the household wants to compare.

Plan selection

  1. Compare premiums, deductibles, benefits, providers, and drugs.
  2. Review the household and estimated subsidy context.
  3. Save the selected plans to the quote.
  4. Open it later from Quotes.

For a fast lookup without building a saved quote, use Plan Finder instead. See Plan Finder vs Create Quote for the difference. Once a signed sale becomes a policy, follow Policy stages in QualityQuotes.

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