2.02 Group and Quote Information

Last updated on May 1, 2026
  1. Most fields are the same as in our other quoting applications, WBQuote and WBQuote Lite, so you may find the following familiar.
  3. Enter the name of the group.
    2. The Quote Name is set to the Group Name.
    4. The Quote Name can be changed.
  4. Enter a code or text to find an SIC Code.
    1.  
    2. Select the valid SIC Code for the quote.
  5. Enter the Zip Code.
    1.  Additional counties are shown when the Zip Code covers more than one county.
    2.  
    3. Upon tabbing or moving to another field, the Zip Code automatically updates to the first county displayed.
    5. The displayed Zip Code and County combination can be changed.
  6. The Classification field is defaulted to All Eligible.
    2. The Classification value can be changed to one of the following:
      1. Hourly
      2. Management
      3. NonUnion
      4. Salary
    3. Note: The carriers, plans, and rates available may vary depending on the selected classification.
  7. The available Effective Dates are displayed after the Agency is selected.
    1.  
    2. Click on the Effective Date field to choose a date.
    4. The available Effective Dates depend on Plan Maintenance and the assigned role (Broker, Admin, Staff).
  8. The View Carriers link is available once you select an Effective Date.
    1. The list of available carriers for the selected date is displayed when you click the link.
    2. You can scroll to see the rest of the list.
    3.   
    4. Note: All fields must be completed before navigating to the Census page