New Multi Option Excel Export in bpQuote

bpQuote recently released an enhanced horizontal version of the Multi-Option report. The standard PDF and Excel versions remain available for those who prefer traditional formats. The new version is only available in Excel; however, it allows you to view all 21 Multi Option scenarios side by side at the top of a single Excel tab, and breaks out the Employee, Dependent, and Total rates into their own columns. The Horizontal Multi Option report can also be combined with all of the other Excel-ready reports into a single workbook. The new report is designed for easier data handling, helping to streamline workflows for brokers who need quick, flexible access to data without sacrificing clarity.

Click here to view a sample of the new Horizontal version, with the first tab of the file showing the standard Multi Option report for comparison purposes.

Note: At this time, the new horizontal report does not work if there are no Current Plans, or if there are Current Plans but you’re using the Bulk Mapping or the manual mapping of Plans. We are working diligently to resolve the availability of the report in these scenarios. 

For questions about this enhancement, please contact a member of your B&P Sales Team - (888) 722-3373.