How do I create a quote & comparison for new prospect? Log-in Producer Toolbox From home page, two ways to create quote: Click Incoming Business tab, see Individual Quotes & Comparisons*, select Create New Quote/Comparison, OR Click New Quote (under Line of Business, Individual) Note: If logged in as Agency, pop-up will display and must select writing Agent. ** Enter applicant/policy information on New Quote – Demographics page Scroll down page to check subsidy eligibility, select Click Next to go to Product Selection page Select up to 5 plans to compare by clicking box next to each plan Include dental/vision , select from options in drop down below each medical plan To generate a comparison, select Review Selected Plans To print or save to dashboard, select Save To email quote & comparison, select Email *Individual Quotes & Comparison visible if default line of business is set to Individual. **If logged in as writing agent, writing agent field will be pre-filled @ log-in. Create quote Compare plans