This help guide provides an overview of the new WBQuote experience for General Agency users, including key navigation, quote creation, census entry, and coverage selection. It explains what you will see on each page, highlights required fields and common workflows, and points out features designed to make quoting faster and more consistent with other Word & Brown quoting tools.
Where applicable, this guide notes behaviors that align with WBQuote and WBQuote Lite and calls out new capabilities such as enhanced grid customization (choosing visible columns and adjusting column order) to support different quoting and review needs.
Follow the sections for the smoothest experience: complete Quote Details, confirm required information, enter or import the Census, and then proceed to Coverage to select carriers, plans, and packages (as applicable) and generate output.
This guide focuses on application usage and on-screen steps. Carrier-specific eligibility, underwriting, and rating rules maintained outside of WBQuote (including plan maintenance rules) are referenced only at a high level and may vary by carrier and effective date.