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bpQuote Enrollment Export

​bpQuote has a new Enrollment Export button that will allow Brokers with existing EaseCentral accounts to export a Group from the quote engine into their EaseCentral portal.

The button is available on the Main Menu and on the Proposal Options page of a specific group quote.

The basic information being sent to EaseCentral includes: 

  • Group Information
  • Census Information
  • Plans Offered
  • Rates for those Plans
  • Benefits for those Plans
  • Eligibility for those Plans
  • Employer Contribution (optional)

Applications and any benefits summaries, SBCs, and provider and prescription search links will need to be added within the group's EaseCentral account. We suggest using the Beere&Purves Rate Library to fill in the plan summaries and links.​

View the bpQuote Enrollment Export ​instructions or the ​vi​deo demo.

For questions, please contact a member of your B&P Sales Team - 888.722.3373.