After obtaining all of the group/employee details, you are now ready to select the plans best suited for your group. Click the green Plans and Pricing tab.
On the Plans and Pricing page, you will be able to filter down the options that best suit your groups needs. Options to filter on include; Carrier/Price/Product Type/Deductible/Coinsurance/and OOP Max.
Once you have identified the carriers you wish to quote, select the checkbox next to the plan name and click the blue "+ Add to Proposal" tab.
After the plans have been assigned to the group, click the green "Review Proposal" tab at the top. Note that the number of plans selected to the group appears in this tab.
The "Review Proposal" tab will bring you to the group's plan library for Quote. From here, you can choose to filter on the plans again and remove products. Once plans are finalized, click the green "Download Proposal" tab.