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
- Dynamically show changes to contribution scenarios
- Quickly drill down into rate and benefit details
Perfect for In or Out of the Office
WBQuote Lite is a faster way to build a quote, whether you’re in your office on your desktop or at a client’s office on your phone. Want to dig in deeper? Jump into WBQuote, get a Wrap quote, look up providers, quote Ancillary, and really focus on more of the details 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.