Adding a Rate Table to your Solution for Instant Quotes

Add a Rate Table for a Solution:

Step 1: Add in a solution on the homepage (skip this step if you have a solution already in the market place) and click save once you add the name, description and brochures.

Step 2: Click on the Rates ($) button on the Left hand Side Menu 

Step 3: Find the solution you would like to add in your rate table. 

Step 4: Add in the Rate table (click on the (+) icon for tiers)

Rates are currently only available for Per Employee Per Month solutions. For example:

• 1-199 employees: $5 per employee/month
• 200-350 employees: $4.5 per employee/month
• 351 employees: $3 per employee/month.

If no maximum number of employees, leave the Max field blank. Click Save once the table has been added

Step 5: Once your rate table has been saved, your solution will instantly change  to "Instant Quote" in the Advisor's solution marketplace. 

Advisors can now create an instant quote of your solution and share it with their clients. To see Instant Quotes from the Advisors point of view watch the video below:

 

Check if Rates are Added to a Solution to Enable Instant Quote:

Step 1: Click on the Rates tab in the left-hand side menu.

Step 2: Check the value of the column Instant Quote against the solution. If rates are available for the solution, the value of this column will be ACTIVE and if rates are not available it will be INACTIVE.

 

For any further questions, please reach out to our Support Team on [e-mail] 

 

If you have additional questions please reach out to our Support Team on [e-mail]