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. We’ll focus on how to navigate the Quote Portal as well as how to add your Group in this article.
To access FormFire Quote, select Quote from the Admin menu.
All Groups within your Agency’s book of business in FormFire Quote will be listed on the screen. Each Group will have specific pages dedicated to them, all located within the orange context menu.
FormFire Quote also provides Brokers with a list of available plans under Current Plan Rates.
This list is continually being updated and we recommend that Brokers check back regularly. FormFire lists the plans available by Carrier name as well as the year and quarter the plan will be available.
Now to add a Group into FormFire Quote, select the +Add New Group in the upper left-hand corner of the screen.
You'll have the option to either select an existing Client from FormFire Client or add a new Group.
Option 1) Select an existing Client
- Select the Group name from the drop-down menu
- Select the +Add This Group button
Option 2) Add a new Group
- Type your Group name in the blank area
- Select the Group is New to FormFire button
Both options will take to you to the Group Details page. While Option 1 will automatically copy all the Group information from FormFire Client to FormFire Quote, Option 2 will require you to fill in all blanks for the Group.
Pay special attention to ensure the accuracy of the Zip Code (FormFire populates the county based on the zip code entered), SIC Code and Effective Date. These fields are important factors in returning the correct quoting information.
Then select the coverage lines to include for this Group and if they are Medicare Primary.
Select Save and Edit Employees to move to the next step.