You can now select multiple Health Categories and Product Types at once in the Quote Criteria. This allows agents to find and compare different quotes more quickly without running multiple quotes. Please note that if a set of selected criteria will yield over 100 results, you may be asked to adjust your selection.
Tables A-N are now quotable in addition to the Standard Health Categories. If you would like to quote substandard rates, it is only necessary to select the desired Table rate, not Standard as well. This is so the Standard and Substandard rates can be run and compared in the same quote.
Agents are now able to further limit the number of carriers quoted from the list of available carriers for that agency.
Now able to Quote Accidental Death Benefit, Waiver of Premium, and Child Riders
Quote results can be filtered by Health Categories, Product Types, Premium Range, and available Electronic Application. Quote results can also be sorted by Premium or Carrier Name in both ascending and descending order.
Quote results can be searched by carrier or product name.
To accommodate all the new functionality, the interface of the Life Quotes tools has been adjusted. The tool now starts on the Quote Results screen, with the Quote Criteria screen being accessible through the calculator button in the lower right corner of the tool. Visual improvements have been made to add simplicity and clarity to the Quote Criteria and Quote Results.
The number of quotes in the results is displayed at the top of the Quote Results. This allows agents to see at a glance how many quote options are available based on the criteria and filtering. This number can also be viewed at the bottom of the filtering screen.
Previously, in order to view the quote criteria after a quote was run, an agent would need to back out of the quote results, view the criteria, then run a new quote to view the quote results again. Agents can now go back and forth between these screens without running a new quote.