Make Quote Changes on the Go
Say goodbye to the days of having to run back to your office to re-run a quote because a client made a mistake on the census or hired a new employee. With WBQuote Lite in your hand, you can:
- Update an employer census and re-run the quote
- Change an employee’s plan assignment
- Ensure clients get access to their preferred doctors with integrated Provider Search
- Dynamically show changes to contribution scenarios
- Quickly run a new hire quote with built-in New Hire Worksheets
- Drill down into rate and benefit details for your clients
Perfect for In or Out of the Office
WBQuote Lite is a faster way to build a quote – wherever you are, in your office on your desktop or at a client’s office on your phone or tablet. When you want to dig deeper, jump into WBQuote to get a Wrap or Ancillary quote, or to focus on details that some clients want to know.
Customize Your Quote
With WBQuote Lite, you have the ability to create a quote that represents you and your brand. And you can export in the format you like best.
- Add your company logo
- Customize with your company colors
- Export in PDF, Excel, or PowerPoint
100% Accurate and Clients Will Love It
With WBQuote Lite in your hand, you can build a solution for your clients, together, however they want.
And, don’t forget, when you quote with Word & Brown, whether through WBQuote or WBQuote Lite, you can always guarantee your clients will see rates that are 100% accurate.