11.02 Product Line Page Selection (Updated)

  1. Some pages are selected by default for a new quote.
  2. Your page selections will be saved for the quote.
  3. You can choose to include page numbers.
  4. Page Preview
    1. The preview is available for:
      1. Quote Type: Carriers and Plans and Product Lines: Medical, Dental, Vision and Life
      2. Quote Type: Packages and Product Lines: Dental, Vision and Life
        1. Medical – Coming Soon
    2. Hover over the page name (blue and underlined) to review a sample page.
    3. Note: This feature is slated to be enhanced.
  5. Carriers and Plans Available Pages (Medical, Dental and Vision)
    1. Note: Life Page Selection does not change.
  6. Package Available Pages (Medical, Dental, Vision)
  7. Combination of Packages and Carriers & Plans Available Pages