Step 10
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We have added a Send Quote/Save As option, this is located on the top right- hand side of the page after ‘Begin Enrollment’ has been selected This feature will allow you to send the quote directly to your client by email or text as well as save the application. *This feature is available after you have selected products and begun enrollment To use this feature: 1. Click ‘Save As…’ and enter the name for the new saved enrollment 2. Click ‘Send Quote’ and enter the Enrollee full name, Enrollee email, and the Enrollee phone and then click ‘Send’ 3. The green check ensures the quote is saved now if you need to save the application anywhere throughout the process simply hit the ‘Update’ button to save your progress.
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