The Challenge

Siloed Data Makes Reporting Inconsistent & Incomplete

In many systems, reporting is either an afterthought or spread across multiple platforms — making it difficult for brokers to track the right information at the right time.

Common roadblocks include:

  • No single source of truth for census, quoting, and enrollment data
  • Difficulty identifying which clients are due for renewal or still have incomplete enrollments
  • Lack of insight into downline broker activity (for GAs)
  • Inability to generate employer-ready reports on health, Rx, or census trends
  • Manual work is required to prepare reports for employer presentations
Graphic showing reporting solutions in Quote+

The Solution

Built-in Reports Designed for Group Benefits Agencies

Quote+ offers a library of pre-built reports focused specifically on the needs of small group benefits brokers and GAs. These reports simplify internal tracking and enhance the employer experience — all while reducing manual work.

You can:

  • Track employee completion status and pending enrollments in real-time
  • Identify upcoming renewals and quote proactively
  • Compare group-level census data to industry benchmarks (i.e., BMI, Rx, tobacco use)
  • Run client-ready reports by employer group for more personalized recommendations
  • Analyze your agency or downline performance over time

Want to see how this works in action?

Request a Demo

The Old Way vs. Quote+ Way

Challenge How Quote+ Solves It
No visibility into group health trends Run Medical Condition Summaries, Rx Summaries, and BMI reports per group or client
No insight into enrollment or renewal timing Track enrollment completion status and view upcoming renewals at a glance
Pulling reports from multiple systems Pre-built reports inside Quote+ consolidate census, health, and quoting data in one platform
Manually formatting data for employer reports Employer-ready PDFs created automatically — no formatting or spreadsheet exports needed
Difficult to track agency or GA performance Access agency-level and GA-specific reports to monitor growth and downline activity

Explore How Reporting Fits Into the Full Workflow

Quote+ Reporting supports every stage of the quoting and enrollment process — from initial census collection to final carrier submission. See how the full system works together to streamline your workflow and empower your team.

Ready to See Smarter Reporting in Action?

Quote+ gives you more than quotes — it gives you clarity. See how reporting can power better client conversations.

Schedule a Demo

FAQs

Common Questions About Quote+ Reporting

Reporting FAQs

  • Quote+ includes both agency-focused and employer group reports, such as:

    • Client activity reports
    • Upcoming renewal reports
    • Medical Condition Summaries
    • Rx Summaries
    • BMI, Tobacco, and Group Health Comparisons

  • Yes. You can select a specific client and run detailed reports on their census, plan status, or health trends to guide future recommendations.

  • Yes. All Quote+ reports are downloadable as PDFs, formatted for sharing with employers or internal teams.

  • Yes. For clients using AMS+, the systems sync data to ensure accuracy across reporting, quoting, and servicing workflows.

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