The Challenge

Disjointed Systems & Manual Carrier Workflows

Quoting isn't just time-consuming — it's inconsistent. Different carriers, plan types, and underwriting methods mean brokers often waste hours toggling between systems just to generate a single quote.

Common roadblocks include:

  • Logging into multiple carrier portals and manually re-entering census data
  • No clear way to compare community-rated vs. level-funded plans
  • Inability to quote and compare ancillary products like dental and vision in the same system
  • Varying data requirements across plan types (ACA, GRx, MHQ)
  • Reformatting and submitting census data for each carrier
  • Lack of insight into whether a group is a good candidate for underwriting
Graphic showing how you can compare plans in Quote+

The Solution

Unified Plan Comparison with Smarter Data Usage

Quote+ brings all plan types together into one intuitive quoting interface. Brokers can generate side-by-side comparisons across ACA and medically-underwritten plans, then pull in dental and vision plans using a single census — eliminating manual entry and creating a more streamlined experience for both new quotes and renwals.

Want to see how this works in action?

Request a Demo

The Old Way vs. Quote+ Way

Challenge How Quote+ Solves It
Navigating multiple systems & portals Quote medical (ACA + level-funded), dental, and vision plans in one platform
Manual re-entry of census data Enter census once; the system reformats data for different plan and carrier requirements
No way to compare plan types View ACA and level-funded plans side-by-side with plan attributes, coverage, and price
Limited ability to quote ancillary coverage Quote dental and vision plans alongside medical options in the same workflow
Deciding whether to take a group to market Renewal tracking and health insights help determine if going back to market is worth it

What's Next In The Workflow

Ready to Simplify Plan Comparisons?

See how Quote+ can help you quote faster, reduce errors, and deliver more value to your small group clients.

Request a Demo

FAQs

Common Questions About Small Group Quoting

Compare Plans FAQs

  • Yes. Quote+ allows you to compare ACA and medically-underwritten plan options — including those that use GRX or MHQs — along with dental and vision, in one platform.

  • Quote+ provides access to a comprehensive network of national and regional carriers, allowing brokers to quote a wide range of small group health plans in one platform. Our marketplace includes major national carriers like Aetna, UHC, and more, alongside a robust selection of regional and specialty carriers, ensuring brokers can find the best coverage options for their clients.

    With 130+ carriers and over 40,000 plan options nationwide, Quote+ offers community-rated (ACA), level-funded, and ancillary plans (dental and vision) in a single, easy-to-use interface. This broad carrier network ensures brokers can compare multiple options, maximize cost savings for employer groups, and streamline the entire quoting and enrollment process.

    Carrier availability varies by state. Schedule a meeting to review the full list of carriers available in your area and explore how Quote+ can simplify your small group quoting and enrollment process.

  • If a plan you need isn't currently listed in the Quote+ marketplace, you can request it at no additional cost. Just fill out a Carrier Plan Request form, and our team will work to add it to the system — keeping you informed as soon as it's live and ready to quote.

  • Quote+ includes tools for tracking renewals and monitoring group health over time, helping you make strategic decisions about when to go back to market or stay put.

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

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

Small Group Benefits Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

Understanding the REBC Designation for Benefits BrokersBlogUnderstanding the REBC Designation for Benefits Brokers
ICHRA Compliance 2025: What Every Broker Should KnowGuest BlogICHRA Compliance 2025: What Every Broker Should Know
Choosing the Right Health Benefits Model for Your Small Business Clients: QSEHRA vs. Level-Funded vs. ICHRAGuest BlogChoosing the Right Health Benefits Model for Your Small Business Clients: QSEHRA vs. Level-Funded vs. ICHRA
The Agent's Guide to GRx for Group Health InsuranceBlogThe Agent's Guide to GRx for Group Health Insurance
The ICHRA Shift: 4 Takeaways You Need to KnowBlogThe ICHRA Shift: 4 Takeaways You Need to Know
2025 ICHRA Report: Cutting Through the ConfusionFree Resources2025 ICHRA Report: Cutting Through the Confusion