News & Updates

← Back to News & Updates

Updates to Standard bpQuote

Oct 30, 2014

Whenever a user selects the bpQuote button at the top of the Proposal Options page (see image below), specific reports are selected to complete a standardized proposal. The format of the standard bpQuote includes:

  1. Cover Page
  2. Census
  3. Side by Side
  4. Member Rate Detail
  5. Rider Report
  6. Medical Underwriting Guidelines
  7. Dental Side by Side (if Dental plans were chosen)
  8. Dental Underwriting Guidelines (if Dental plans were chosen)
  9. Include Page Numbers
  10. Additional items include:

Please note: if you select bpQuote and reports are not checked off, this is most likely due to a compatibility issue with Internet Explorer 10. For the feature to function properly with Internet Explorer 10 you must have the Compatibility View turned on. See the image below for guidance on how to complete this step.

Please contact a member of your Sales Team for assistance with your Group quotes and bpQuote - 888.722.3373.

Privacy Policy