Quote It! Overview July 2011 Speak to slide. 126225 07/26/11 1

Login Access online Quote It! at “genworth.com/quoteit” 1 2 Speak to slide. Access online Quote It! at “genworth.com/quoteit” Pick the product to quote Click Next Quote It! Overview For Producer Use Only.

Login Login (to save quotes and favorites) 1 2 3 Speak to slide. Login (to save quotes and favorites) Enter a social security number or producer code number To continue, click on Login Quote It! Overview For Producer Use Only.

Applicant Data Enter the details for the Applicant(s) Click Next 1 Speak to slide. 2 G Enter the details for the Applicant(s) Click Next Quote It! Overview For Producer Use Only.

Plan Design Shared Coverage is found in product options 3 1 2 Speak to slide. Shared Coverage is found in product options Create plan design using drop down options Copy plan design to second client Quote It! Overview For Producer Use Only.

Plan Design 2 1 Speak to slide. 3 Click on Calculate to see the premium for the plan design selected Save client input Save plan design in Favorites Quote It! Overview For Producer Use Only.

Managing Your Favorites 1 2 3 Speak to slide. Give your Favorite a name Click on Create New to save in your list Select a Favorite to Replace or Delete Quote It! Overview For Producer Use Only.

Retrieve Favorites and Print Options Retrieve Favorite Plan Designs: Click on “Favorites” (1) and choose from options Print Options: Clicking “Print All” (2) will send the entire illustration to your printer Clicking “Print Selected” (3) allows you to choose which pages of the illustration you want to print 1 Speak to slide. 2 3 Quote It! Overview For Producer Use Only.

Save and Retrieve Quotes 1 2 3 4 Speak to slide. After pressing Save on the Plan Options screen, provide a File Name Press Save so you can retrieve the quote later Click on Retrieve Quote to see your cases when you are logged into Quote It! Select Client from list Quote It! Overview For Producer Use Only.