9.01 View Product Line Selections

  1. Click Quote Selections from any screen to view the selections for all the product lines.
  2. If no product lines are set up, the Quote Selections screen shows “No Selections”.
    1. Click the +Add button to directly access the Coverage page for a product line.
  3. Once a product line is set up, the screen shows the following for the product line.
    1. Quote Type
    2. Edit Link – direct access to the Coverage page for the product line.
    3. Description
    4. Selected Carriers
    5. Number of Plans (Medical, Dental and Vision)
    6. Coverage Limits (Life)

Example: Carriers and Plans Quote Type

Example: Packages Quote Type and Life Coverage

Example: Packages, Carriers and Plans Quote Types