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Also explains how to begin a detailed quote, select plans and plan assignments, choose rating type, review the detailed quote summary, cancel/save/edit quotes, convert quick quotes into detailed quotes, and re-quote a group.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/generate-a-self-service-quick-quote-or-detailed-quote-guide/338657/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/generate-a-self-service-quick-quote-or-detailed-quote-guide/338657.png","ImageObject",442,249,{"name":42,"@type":43},"Grenda","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-29","2026-09-21",true,{"@type":52,"interactionType":53,"userInteractionCount":30},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"How do I start a Quick Quote in the self-service tools?","Question",{"text":62,"@type":63},"Locate the General Agent self-service tools, sign in, and begin a Quick Quote. Then provide Group Details and add Employees (Census) before reviewing the Quote Summary.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What extra steps are required to create a Detailed Quote?",{"text":67,"@type":63},"Begin a Detailed Quote after the Quick Quote section. Add Group Details and Employees (Census), then complete Plan Selection, Plan Assignments, and choose the Rating Type before checking the Detailed Quote Summary.",{"name":69,"@type":60,"acceptedAnswer":70},"Can I cancel, save, edit, or convert quotes?",{"text":71,"@type":63},"Yes. You can cancel a quote, save subscribers for later, save a quote for later, and edit a quote. You can also convert a Quick Quote to a Detailed Quote and then perform repricing actions as needed.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},338657,1790663440,{"code":4,"msg":81,"data":82},"success",[83,87,92,97,102,107,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":85,"slug":86},11,90,"presentations",{"id":88,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},12,"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social 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Tools................................................................................................................................................. 2  \nSign In .....................................................................................................................................................................................................................................2  \nGenerate a Quick Quote..................................................................................................................................................................................................... 3  \nBegin a Quick Quote .........................................................................................................................................................................................................3  \nGroup Details .......................................................................................................................................................................................................................5  \nAdd Employees (Census) ..................................................................................................................................................................................................6  \nQuote Summary .................................................................................................................................................................................................................11  \nRequote or Enroll the Group ......................................................................................................................................................................................... 21  \nGenerate a Detailed Quote ............................................................................................................................................................................................. 22  \nBegin a Detailed Quote.................................................................................................................................................................................................. 22  \nGroup Details .................................................................................................................................................................................................................... 23  \nAdd Employees (Census) ............................................................................................................................................................................................... 24  \nPlan Selection .................................................................................................................................................................................................................... 30  \nPlan Assignments .............................................................................................................................................................................................................. 31  \nRating Type ........................................................................................................................................................................................................................ 32  \nDetailed Quote Summary .............................................................................................................................................................................................. 33  \nCancel, Save or Edit a Quote .......................................................................................................................................................................................... 36  \nCancel a Quote ........................................................................................","cbCaisSpjrJOaS2c","https://ap.wps.com/l/cbCaisSpjrJOaS2c","pdf",4231674,46,"English","# Where to Locate General Agent Self-Service Tools\n## Sign In\n# Generate a Quick Quote\n## Begin a Quick Quote\n## Group Details\n## Add Employees (Census)\n## Quote Summary\n## Requote or Enroll the Group\n# Generate a Detailed Quote\n## Begin a Detailed Quote\n## Group Details\n## Add Employees (Census)\n## Plan Selection\n## Plan Assignments\n## Rating Type\n## Detailed Quote Summary\n## Cancel, Save or Edit a Quote\n## Cancel a Quote\n## Save Subscribers for later\n## Save a Quote for Later\n## Edit a Quote\n## Convert a Quick Quote to a Detailed Quote\n## Requote","[{\"question\":\"How do I start a Quick Quote in the self-service tools?\",\"answer\":\"Locate the General Agent self-service tools, sign in, and begin a Quick Quote. Then provide Group Details and add Employees (Census) before reviewing the Quote Summary.\"},{\"question\":\"What extra steps are required to create a Detailed Quote?\",\"answer\":\"Begin a Detailed Quote after the Quick Quote section. Add Group Details and Employees (Census), then complete Plan Selection, Plan Assignments, and choose the Rating Type before checking the Detailed Quote Summary.\"},{\"question\":\"Can I cancel, save, edit, or convert quotes?\",\"answer\":\"Yes. You can cancel a quote, save subscribers for later, save a quote for later, and edit a quote. You can also convert a Quick Quote to a Detailed Quote and then perform repricing actions as needed.\"}]","Generate a Self-Service Quick Quote or Detailed Quote - Guide | PDF",1790024864]