Rx Quoting (beta)
07-24-2021
With the new quoting tool you can now capture client and protect preferred pharmacies. A simple search brings back pharmacy results within a radius of a defined zip code. Then save them to the profile for later use.
The new "Quote" section on the profile page allows you to archive plan comparisons. Easily open them back up to email, print or edit.
Your quote results will contain all available plans in the relative service area of the client or prospect. You can sort plans by company, premium, star-rating, total Rx & premium cost, plan type, and more. When you find a few plans that might work well, click the 'Compare' button to view them side by side.
Watch our introductory video to get more familiar
