1. Quote It!
Overview July 2011
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2. Login Access online Quote It! at “genworth.com/quoteit”1 2
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Access online Quote It! at “genworth.com/quoteit”
Pick the product to quote
Click Next
Quote It! Overview For Producer Use Only.

3. Login Login (to save quotes and favorites)1 2 3
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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.

4. Applicant Data Enter the details for the Applicant(s) Click Next1
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Enter the details for the Applicant(s)
Click Next
Quote It! Overview For Producer Use Only.

5. Plan Design Shared Coverage is found in product options3 1 2
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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.

6. Plan Design 2 1
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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.

7. Managing Your Favorites1 2 3
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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.

8. 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
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Quote It! Overview For Producer Use Only.

9. Save and Retrieve Quotes1 2 3 4
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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.