Get Formfire Quote: User Guide

This guide provides a comprehensive overview of how to effectively fill out the FormFire Quote: User Guide online. It aims to assist users in navigating the form with clarity and ease, ensuring a smooth completion process.

Follow the steps to successfully complete the FormFire Quote: User Guide online.

1. Click the ‘Get Form’ button to access the form. This will open the form for you to begin your completion process.
2. Navigate to the Quote Portal. Familiarize yourself with the main functionalities available, including viewing or adding Quote Groups and accessing Current Plan Rates.
3. Select ‘Add New Group’ to set up your Quote Group. If you're quoting an existing client, use the drop-down menu to select them, or input the name of a new group you want to add.
4. Fill out the Group Details form accurately, including the Group Name, State, County, Zip Code, Tax ID, SIC Code, and Effective Date. Ensure that the Effective Date is current to obtain accurate quotes.
5. Proceed to the Employee section by selecting ‘Add Employees’ within the Quote Portal. Enter the relevant employee information, including names, email addresses, and other required details.
6. If necessary, share the employee information with HR Managers or directly with employees through the Share function. Remember to include the group's PIN for access.
7. Choose plans and pricing available for your group. Use filters to narrow down the options based on your preferences, such as Carrier and Deductible.
8. Select desired plans for comparison by checking the boxes next to them, then click ‘Compare’ to view them side by side.
9. Once your comparisons are complete, add selected plans to your proposal and review this final selection.
10. Finally, download the completed proposal by clicking the appropriate button, which will create an Excel spreadsheet containing your selected plans.

Start filling out your documents online now for a streamlined experience.