Creating a Life Quote

  1. 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.


  1. 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. 


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