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. If you have any Current Carrier policy information, you can enter that on the left side under Current Carrier.
    Screen Shot 2023-10-16 at 10.15.40 AM.png
  2. 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+.

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  • 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. 

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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. 


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