On the Sales tab within a Case, you can view and edit related quotes, proposals, and enrollment kits. To quickly access the Sales page, find the Case record in the table and click Actions > Sales.
The Sales tab has three sub-tabs.
- Quotes
- Proposals
- Enrollment Kits
Quotes
The Quotes sub-tab contains all client-related quotes that you create for a carrier or general agency. The quotes are divided into Active, Drafts, and Archived.
Uploading Quotes
To upload a quote, сlick the Upload Quote button and fill in the following data in the window that appears:
- Select All: Select this checkbox to automatically fill in the Requested From field with all contacts from the carrier or general agency who are labeled as Quoting. Leave the checkbox blank to add the contacts manually.
- Desired Effective Date: Select the date on which the quote should become effective.
- Census Type: Choose one or several census types that are relevant to the quote.
- Sent On: Select the date on which the quote is going to be sent.
- Sent By: Select the employee who is going to send the quote.
- Status: Choose one of the available statuses for your quote:
- Draft: Place the quote record on the Drafts tab and send it later.
- Sent: Send the quote.
- Uploaded: Place the quote record on the Drafts tab and send it later.
- Proposed: Place the quote record on the Active tab with the Proposed status but not send it.
- Manage files: Click this link to attach files to your quote. NextAgency will take you to the Attach Files subtab of the Upload Quote window, where you can select the files to be attached.
When ready, return to the Quote Content sub-tab and click Upload.
Requesting Quotes
There are two ways to request a quote in NextAgency:
- Click the Request Quote button and fill in the form that appears.
- Request a quote from a draft by clicking Actions > Edit Draft and add the missing data in the form that appears.
The Request Quote form is similar to the Upload Quote form; however, now you cannot set up the sent date and change the status. Besides, you have to accompany the quote with a message.
When ready, click either Save Draft or Send. As a result, the status of the quote on the Active subtab will change to Sent.
Other Quote-Related Actions
It is also possible to do the following actions with the quotes:
- Add attachments: Add further attachments to the quote, quote draft, or archived quote.
- Add notes: Add an HTML formatted note to the quote, quote draft, or archived quote. After you add a note, you can edit it from the same Actions column.
- Archive: Archive the quotes and quote drafts and move them to the Archived tab.
- Convert to proposal: Convert the quotes and quote drafts to proposals and move them to the Drafts tab of the Proposals page.
- Unarchive: Remove the quote from the Archived tab back to the Drafts tab.
Proposals
The Proposals subpage contains all client-related proposals that you create for a carrier or general agency. The proposals are divided into Sent, Drafts, and Archived.
Adding Proposals
To add a proposal, сlick the Add Proposal button and fill in the following data in the window that appears:
- Sent To: Select the contacts to whom the proposal will be sent.
- Sent On: Select the date on which the proposal is going to be sent.
- Effective Date: Select the date on which the proposal should become effective.
- Sent By: Select the employee who is going to send the proposal.
- Quote Type: Select the type of the quote relevant to the proposal – Health, Dental, Vision, Life, or Other. It is also possible to select several quote types.
- Add files: Click this link to attach files to your proposal. NextAgency will take you to the Attach Files subtab of the Upload Quote window, where you can select the files to be attached. If the files have not been uploaded yet, NextAgency will suggest that you upload them.
When ready, return to the Proposal Content subtab and click Add.
Sending Proposals
There are two ways to send a proposal in NextAgency:
- Click the Send Proposal button and fill in the form that appears.
- Send a proposal from a draft by clicking Actions > Resume and add the missing data in the form that appears.
The Send Proposal form is similar to the Add Proposal form; however, now you cannot set up the sent date and change the status. Besides, you have to accompany the proposal with a message.
When ready, click either Save as Draft or Send. As a result, the proposal will be moved to the Sent subtab.
Other Proposal-Related Actions
It is also possible to do the following actions with the proposals:
- Add attachments: Add further attachments to the proposal.
- Add notes: Add an HTML formatted note to the proposal. After you add a note, you can edit it from the same Actions column.
- Archive: Archive the proposals and proposal drafts and move them to the Archived tab.
- Unarchive: Remove the proposal from the Archived tab back to the Drafts tab.
Enrollment Kits
On the Enrollment Kits subpage, you can create enrollment kits for employers and carriers. Click Create Enrollment Kit and fill in the following data:
- Select Plan/Carrier tab: Select a plan/carrier to add to the kit by clicking Add Plan/Carrier. This will open the Custom Carriers and Plans page where you can make a selection. When ready, click Select Carrier.
- For Employer tab: Fill in the form to send the enrollment kit to the employer. Specify the recipient, desired effective date, status, and edit the note, if necessary. Click Add files to attach the files to the kit, if necessary. When ready, click either Save Draft or Send Kit To Employer.
- For Carrier tab: Fill in the form to send the enrollment kit to the carrier. Specify the recipient, desired effective date, status, and edit the note, if necessary. Click Add files to attach the files to the kit, if necessary. When ready, click either Save Draft or Send Kit To Carrier.
You can also convert the enrollment kit to carrier by clicking Actions > Convert to Carrier. As a result, the kit will be moved to the Carrier tab.
It is also possible to archive the kit by clicking Actions > Archive. As a result, the kit will be moved to the Archived tab, from where you can also unarchive it.