Navigating Products in FormFire FES

Based on the information that you entered in the past 4 pages (Employer Basics, Employee Demographic, Proposal Configuration and Employee Coverage Lines), Products generates Carrier products that are available for the Employer.

The following features will assist you in the product selection process for your Employer. Select any of the links below to learn more!

• Filter
• Favorites
• Compare
• Select Products

Filter

You can filter all available products by:

These options will help you narrow down products that fit your Employer’s specific needs.

Favorites

Have a favorite product from a Carrier? Our Favorite feature allows you to see only those specific products every time you access Products. To add a product to your Favorite List, select the heart button for the product in the Actions menu.

You can always unselect a product from the Actions menu at any time if you no longer want it as part of your Favorites List.

To view to your Favorites List, all you need to do is check the box next to Show Favorites. And to see all products available, just uncheck this box.

Compare 

Perhaps you’d like to view a few products side by side to see which would be a good fit for the Employer. That’s where the Compare option comes in.   

First, find a product and select the box for Compare in the Actions menu.

Repeat this step for the products you’d like to add. When you’ve added all products, scroll up back up to the top of the page.

Not sure how many products you’re comparing? FormFire FES shows the total number of products in parenthesis in the Compare button for you.

When you’re ready, select the Compare button to view the plans side by side. 

There is a limit of 4 products that can be compared at one time.

Select Product

You can easily add products to the final proposal.

Find a product and check the box for Select Product in the Actions menu. This then changes the text to Product Selected.

Repeat this step for all products you’d like to add. When all products are added, scroll back up to the top of the section.  

There isn’t a limit to the number of products you can add to your proposal, and you can always remove some of the products before your proposal is finalized on the next page. The number of products in your proposal will be listed by Show Selected at the top of the page. To review all added products, check the box Show Selected.

After adding all the products to your proposal that best caters to the Employer’s needs, select Save & Continue to move on to the final step. 

To remove a product, simply uncheck the Product Selected box in the Action menu.