Creating a Life Quote
- Start a Life Quote
- Scroll down to the Quotes section on the details page of the household you have completed a life quote for.
- Click the Life tab.
- Enter your Life Quote
- Select the household member you wish to enter a life quote for, then click Add+.
- Enter the policy type, face amount, payment plan, and the premium amount.
NOTE: For the premium amount, multiply the monthly payment by 12 then enter that amount into the premium amount box.
- Enter any notes if desired. This would be any details about the household member you need to remember - medical conditions, details about a current life policy, etc.
- Click Save.
Tips & Tricks
- If you would like to add in multiple life quotes for the same household member, use the Green Add+ button directly to the left of the Notes box.
- To add in a life quote for a different household member, go back to the household member dropdown menu and select the household member you’d like to add a life quote for.