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Word & Brown User Guide
WBQuote User Guide
WBQuote User Guide
5. Coverage: Quote Type – Packages
5. Coverage: Quote Type – Packages
5.01 Select a Quote Type: Packages
5.02 Create Medical Placeholder Packages (Top Panel)
5.03 Create Dental/Vision Placeholder Packages (Top Panel)
5.04 Package Controls
5.04.01 Lock Packages (Medical Only)
5.04.02 Delete Packages
5.04.03 Add Additional Medical Packages (Top Panel)
5.04.04 Add Additional Dental and Vision Packages (Top Panel)
5.04.05 Change Package Effective Date
5.05 Panel Controls (Bottom Panel)
5.06 Selection Controls (Bottom Panel)
5.07 Select Carriers (Bottom Panel)
5.07.01 Medical Packages
5.07.02 Dental and Vision Packages
5.07.03 Package Name
5.08 Select Plans (Bottom Panel)
5.08.01 Filters
5.08.02 More Column Options
5.08.03 Change Column Order
5.08.04 Plan Details
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