Commission Scale - This tab allows the appropriate commission amount(s) to be entered for a quote., Option Sets - Otherwise called 'Plan Alts', these display the options associated with a quote., Benefit Options - Where plan designs are added and updated/changed for the products you want to quote., Rate Design - Where you can create separate rates for divisions or classes and specify the composite vs. step rate formats., Census Data - This is where the census file is imported for use in manual rating., Classes - This tab displays the necessary classes associated with a quote., Quote Overview - This tab displays general information including quote ID, quote type and client details., Quote Setup - This tab displays the product(s) and quick features associated with a quote., Quote Information - Where lives by coverage and the rate guarantee are entered.,
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