Broker Portal Enhancement – Requoting & Census Editing
Posted on January 17, 2018
We are excited to share that new functionality has been added to the Health New England Broker Portal to allow brokers to requote and edit a census on a completed quote.
To do this, follow these simple steps:
- Log into the Broker Portal and go to any completed quote in the quote list.
- Select “View.”
- Click the “Requote” button in the upper right.
- Enter a new quote name and pick a new effective date.
- Next, you will go to step 2 of the quote process, where you can edit the census from the original quote.
Please continue sharing your feedback with your Sales Representative. Your feedback is appreciated as we continue to make enhancements to the portal.
Should you have technical issues on the portal, please contact the technical support line at (413) 233-3311 or toll-free at (855) 415-9978.
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