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Quote Engine Configuration

Contact Information

Enter the contact information of the Agent to be displayed on your quote engine and PDF Applications:

{contact info form}

 

Quote Engine Configuration

Select the state(s) where you are licensed to sell insurance:

{licensed state form}

 

List the carriers you want to quote, along with the agent ID:

Make sure to enter your agent ID numbers correctly. Incorrect numbers will cause blank information fields in the applications generated by your quote engine. If you have both an agency ID and an agent ID, please enter your agent ID. Only one agent's ID and contact information will be displayed by the quote engine.*

If you have the carrier-provided web-access link needed to allow the on-screen application process, enter the entire web link in the second agent ID number box. NOTE: this is currently available for:

  • Aetna
  • BC Arizona
  • BC California
  • BC Colorado
  • BC Georgia
  • BC Missouri
  • BS California
  • Celtic
  • Continental General
  • Golden Rule
  • HealthNet of AZ/CA
  • HumanaOne
  • John Alden
  • Nationwide
  • Pacificare
  • Time Health
  • Unicare

 

Only properly licensed and appointed agents and agencies are eligible to produce quotation for sale of insurance according to state requirements.  Failure to meet licensing and appointment requirements may result in action by the state where the prospect resides and/or forfeiture of commissions.

By requesting quoting access to any Carrier(s) products, the agent and/or agency certifies that they are properly licensed and appointed with the Carrier(s) and its affiliates in accordance with state requirements and will not offer the Carrier(s)  products for sale until such licensing and appointment is completed.

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