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bpQuote Enrollment Export
Jul 17, 2017
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 video demo.
For questions, please contact a member of your B&P Sales Team - 888.722.3373.