Group Benefits Insurance Proposal Software

Easily design employer-ready benefit proposals for side-by-side comparison of a wide variety of carriers with medically underwritten, community rated, and ancillary products.

Create and present employer-ready proposals that allow employer groups to compare products side-by-side.

Generating proposals is a crucial step in the selling or renewal process for employer groups, and the process can be manual and tedious when building proposals from scratch. Simplify this process by using health insurance proposal tools in Quote+ that quickly create detailed proposals for employer groups to consider.

Spreadsheet showing proposals side-by-side

Design Personalized Employer Group Benefits Proposals

Quote+ is designed for benefits agencies that service employer groups. Pull together quotes from various carriers that offer medically underwritten and community rated health plans as well as ancillary products, like dental and vision. Present these quotes in a professional, employer-ready proposal allowing your client to compare the products and plans side-by-side. 

Edit the proposal spreadsheet to add the previous years’ plan data to create a complete picture for the employer group to consider. The proposal displays extensive information, like:

  • The benefit information
  • The total and monthly employer costs for each product
  • The employee breakdown of cost, including the age-banded rate and composite rate

Customize the benefit proposals to fit your agency’s brand and ensure you include the information that is most pertinent to your group. Using extensive filters, you can select which plan or product details are populated or left out on the proposal. Then, once your group has made their product selections, use Quote+ to quickly gather the necessary employee census information and map that data to carrier forms to complete the process.