Quoting Tool 101

Quoting Tool 101

Learn the ins and outs of our benefits Quoting Tool and how to best leverage its features.

ABOUT

Welcome to Quoting Tool 101

The Zenefits Quoting tool allows brokers & benefits administrators to quickly quote small group ACA plans for their group(s). This tool automatically pulls in preexisting employee data such as age, date of birth, and dependent info to populate small group plan rates in a streamlined process for users. Zenefits stores carrier metadata on plan structure in our system in order to make quoting easy on you.

Who should take this course?

Administrators who has access to the Benefits Administration app.

Topics we'll cover include:

  • Features and components of the quoting tool 
  • How to obtain quotes and shop for benefit plans
  • Viewing, saving and exporting  plan details 

CURRICULUM9 min

  • Let's Dive In!
  • Complete Guide and Walkthrough 9 min
  • Valuable Resources
  • Help Center
  • What's Next?
  • ClubZen

ABOUT

Welcome to Quoting Tool 101

The Zenefits Quoting tool allows brokers & benefits administrators to quickly quote small group ACA plans for their group(s). This tool automatically pulls in preexisting employee data such as age, date of birth, and dependent info to populate small group plan rates in a streamlined process for users. Zenefits stores carrier metadata on plan structure in our system in order to make quoting easy on you.

Who should take this course?

Administrators who has access to the Benefits Administration app.

Topics we'll cover include:

  • Features and components of the quoting tool 
  • How to obtain quotes and shop for benefit plans
  • Viewing, saving and exporting  plan details 

CURRICULUM9 min

  • Let's Dive In!
  • Complete Guide and Walkthrough 9 min
  • Valuable Resources
  • Help Center
  • What's Next?
  • ClubZen