FormFire Quote provides brokers with an easy way to obtain multiple community rated carrier quotes. This requires minimal data entry and serves as a centralized quoting hub for your agency.
On the Admin menu, select Quote.
This opens the FormFire Quote portal where you can start adding groups. Click Add New Group in the upper left-hand corner of the page to begin.
You'll have the option to copy a client from FormFire traditional or add a brand-new group. To copy, find the group name in the drop-down menu and select Add This Group. This copies all available employer information.
Type your Group name in the blank area and choose Group is New to FormFire.
You'll land on the group details page, where you'll need to fill in all blanks. Pay special attention to ensure the accuracy of the county, zip code and effective date. All three of those fields are important factors in returning the correct quoting information.
Click Save and Edit Employees to move to the next step.
There's four ways to add employees:
- Manually typing in the row at the bottom of the screen (left)
- Importing a census,
- Copying information from a pre-existing FormFire Group, or
- Sharing with the HR Manager or the Employees to add information themselves
To import a census, click on Import and download the FormFire Quote Census Template (pictured below). All fields with an asterisk are required.
NOTE: Uploading a census will overwrite any existing employee information. We suggest uploading a census first, then making manual changes or additions afterwards.
To share with an HR Contact, chose Share and type in their name and email. This will send a blank copy of the Quote Census template for them to fill out.
If information has already been entered for employees before you share with the HR Manager, they will be able to see and edit what's given. This is great for renewals and making sure the census reflects the most current and accurate information.
If you have the email addresses entered for the employees, you'll also be able to share with them, directly. They'll only be able to see and edit their own information and won't be shown the details for the group.
Once the group detail and employee information sections are complete, you'll be able to move along to plans and pricing to run Price Ping to view quote rates.