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Word & Brown Help Guide

WBQuote Help Guide

WBQuote Help Guide
12. Plan Maintenance and Quoting Rules

12. Plan Maintenance and Quoting Rules

12.01 Package Rules
12.02 Auto-Refresh Process
12.03 Roll To (Replacement Plans)
12.04 Must Match

Categories

Introduction
- Welcome to the NEW WBQuote!
1. Dashboard
2. Quote Details
- 2.01 Assign Broker
- 2.02 Group and Quote Information
3. Census
4. Coverage: Quote Type – Carriers and Plans
5. Coverage: Quote Type – Packages
6. Coverage: Quote Type - Packages: Set Contribution
7. Coverage: Quote Type - Packages: Assign Plans
8. Coverage: Life
- 8.01 Adding Life Coverage
- 8.02 Updating Life Coverage
9. View Product Line Selections
- 9.01 View Product Line Selections
10. Generate Quote
- 10.01 Generate Quote
11. Export Quote
12. Plan Maintenance and Quoting Rules
13. Additional Messaging
- 13.01 Additional Messaging

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