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.
- If you have any Current Carrier policy information, you can enter that on the left side under Current Carrier.
- Next, you can enter your Life Quote under Your Quote.
- Select the household member you wish to enter a life quote for, then click Add+.
- Enter any important health information for the household member and any notes if desired. This could include a list of medications, past surgeries, etc.
- Next, you can fill in the quoted carrier, 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.
- 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 right of the household member chosen.
- 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.