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Quoting Introduction
The home screen is where the rating begins. While most of the input fields are obvious, some inputs... |
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Age vs DOB
It is always best to enter the correct date of birth (DOB), but sometimes its faster and easier to... |
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Benefit Type
The FEX Quotes system rates for five different benefit or plan types.
Level: Traditional "Day 1"... |
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My Companies
There are two options for showing which companies to rate for:
My Companies: These are the companies... |
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Face Amount
You can rate for a pre-selected face amount from the drop down list (ie: 5, 10, 15, etc) or you can... |
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Results
The top of the results screen provides the ability to either edit or manage the quote results. There are... |
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Knowledgebase
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