Quote Intake

(Only 1st or 15th of a month)
How do you want to quote?
Which option should I choose?

Quote from Renewal (Composite): Use when the employer has a fully-insured, composite-rated small group plan. No census is needed—enter the employee-only renewal rate for any plan they offer (it doesn’t have to be the current plan).

Quote from Census: Use for new groups, groups without a fully-insured plan (e.g., level-funded), or when you want age-rate detail on the side-by-side.

Both: Use when the group is composite-rated but the enrollment census has changed since the carrier issued renewal.

How is the group currently rated?
This is used to calculate the renewal increase; it doesn’t limit what you compare.
Current Plans (optional)
Add the group’s current plan(s) to enable auto-recommendations and current→renewal views.