“Agent of Record ID's” This is where the broker would input their broker id’s for carriers they are currently quoting. When a client downloads a paper application, the system looks to this page to grab the correct agent id to populate the application. This is important because it credits the agent for the sale. Some carriers, like Allstate, require information here to show up in a quote as well.
The save button resides at the top and bottom of the page. If you are in multiple states, then be sure to select your other states from the select state drop down menu and enter the broker ID’s. Save between states.
Online Application Settings
1. This is Quotit’s ePro Application Link Information page. This is where the broker implements online application links for the carriers. Adding online application links will allow your clients to do online applications with each of the carriers.
2. You will need to use the “Add” button at the bottom right hand side of the page to start adding the links to Quotit.
3. First you need to select the state, insurance type and carrier that the link is for. In MOST cases and states you only need to fill out information for your Health Off-Exchange, Dental, and Vision carriers. Some exceptions may apply.
4.Once a carrier name has been selected, look for a red sentence with instructions on what you need to do to populate the link. For this example you have two options to create the link.
Option one, enter your Agent Writing ID and then click the save button. The system will build the online application link for you.
-or-
Option two, obtain the online application link directly from the carrier, paste it into the text box and click the save button. This link should identify you as the selling agent somehow.
5.If you do not see a red sentence when implementing these links, you will need to call the carrier to inquire about obtaining the URL or OLA link.
Select your Plans
This section allows you to go in and remove carriers or re-add carriers that you may be appointed with, and to make visible for quoting on both Consumer Quoting (externally) or Proposal Site (internally).
1. First you will need to click on the link labeled Select Your Plans.
2. Next once inside the Customize IFP Carriers & Plans page you will want to first select the state you are customizing then select the insurance product you want to make the changes to. Proposal Site is agent facing. consumer site is client facing (what a client see's if using you ePro link to quote).
3. Then you will deselect the Carriers you do not want visible or select carriers you do want visible on your external face website/epro links/or consumer faced website. Blue is on, a white box is off.
4. If you want the carriers selected/deselected on iPro to be the same or mirror that of ePro you simply select the iPro tab and perform steps 1-3 under the iPro tab and hit save.
NOTE: Always save between tabs/states/product types.
If you have any additional questions you can reach Customer Service Monday-Friday 6am PST-5pm PST at 866-478-6848 option 1.