How do I request a detailed quote for my client?

By
Leslie Harding
·
Medical Plans

Follow the steps below to request a quote for your client:


  1. Sign in to the Decent Broker portal
  2. Navigate to Group Quotes
  3. Click Request a Quote
  4. Complete the quote form
  5. You are the referring broker
  6. Click Share an update… then click the paperclip icon
  7. Upload your client’s employee census and click Add
  8. Click Share
  9. Refresh the page and you should see a green banner confirming that your request has been received
  10. One of our agents will prepare a quote and email it to you for your review

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