Both tools use live CMS Marketplace data. The difference is whether you need a quick lookup or a saved quote tied to a member.
Use Plan Finder when
- You need a fast plan lookup during a live call.
- The household is not in your member list yet.
- You are checking a market before building a member quote.
- You want to hand the result into Create Quote.
Use Create Quote when
- The member is already in your CRM.
- You need a saved record under Quotes.
- You are building a plan comparison to export or share.
- You need household and medical context attached to the work.
Typical workflow
Use Plan Finder for the first market check. Move into Create Quote when the household is ready for a saved comparison. Plan Finder can carry the search context into that flow.
Both paths respect carrier appointments when your agency has them configured.