Carrier Form Mapping

Automatically Generate Carrier-Specific Forms Without the Busywork

Quote+ automatically maps enrollment, elections, and employee health data to the right carrier forms — accurately, securely, and in seconds. With HIPAA-compliant mapping and a proprietary file system that tracks every submission, you can finalize enrollments faster and with confidence — no rekeying, no guesswork, no delays.

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The Challenge | The Solution | How Everything Works | Submit Forms Faster | FAQs

The Challenge

Reformatting Data Slows Down Submissions

Every carrier has their own requirements — and managing them manually adds complexity and risk. You're often forced to copy and paste information into PDFs, chase down missing fields, or reformat details to avoid rejections.

Common pain points include:

Re-entering employee and dependent info across multiple forms
Memorizing or referencing different carrier requirements
Manually formatting files for submission
Chasing down additional health data after initial submission
Submissions are delayed due to missed fields or formatting errors

The Solution

Let Quote+ Do the Formatting For You

Quote+ uses the data you've already collected — census, elections, MHQs — to populate carrier forms in real time. It formats each form according to the carrier's specific requirements, so you don't have to.

And if a form isn't already in our library? Just send it to us — we'll add it free of charge.

Pre-filled, carrier-specific enrollment forms use the data already collected in Quote+ — no rekeying required.
Custom form mapping for each carrier ensures the carrier's exact preferences and field requirements are met the first time.
Smart inclusion logic only includes the data required for each form. If extra info is provided, it's organized into clearly marked addenda for easy review by underwriters.
Dynamic data population ensures that employee, dependent, and plan selections flow directly into the right fields.
Secure storage and audit trails via Quote+'s proprietary, HIPAA-compliant file systems give you visibility, an audit trail for compliance, and general peace of mind.
Fast, on-demand processing means forms are generated in seconds — not hours.

Want to See How it Actually Works?

See how quickly you can map plan selections to multiple carrier forms.

See How Everything Works Together

Quote+ doesn't just collect data — it puts it to work. Carrier Form Mapping is the final step to close the loop on plan selection and enrollment.

Back to Plan Selection & Enrollment

See how employees make their

Learn More

On to Enrollment

Track submission status, completions, and more with built-in Quote+ reporting tools.

See How

Submit Carrier Forms Faster & With Confidence

Get complete, compliant forms submitted to every carrier in minutes — no rework, no reentry, and no errors.

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FAQs

Common Questions About Carrier Forms

Carrier Form Mapping FAQs

What if a carrier I need isn't in the form library?
Just send us the form — our team will format and add it to our library so you can use it going forward.
Does Quote+ map both ACA and medically-underwritten plan data?
Yes. Whether you're quoting or enrolling ACA, level-funded, or self-funded plans, Quote+ uses the information you collect to populate forms for any plan type.
Can I preview the form before submission?
Yes. You'll be able to preview before finalizing the submission.
Is the form mapping process secure?
Absolutely. All form mapping is HIPAA-compliant, and each form is securely stored with a full audit trail for compliance and visibility.

You've got questions. We've got answers.

Reach out today to get more of your carrier form, small group benefits, or Quote+ questions answered.