Quoting. (1) Gather census, financial, benefit and medical information needed to provide a quote or renewal; (2) Obtain competitive quotes; (3) Present proposal to customer; (4) Submit quotes in various formats over the telephone, by facsimile, or via electronic mail; and
Appears in 2 contracts
Sources: Producer Agreement, Producer Agreement
Quoting. (1a) Gather census, financial, benefit and medical information needed to provide a quote or renewal; ;
(2b) Obtain competitive quotes; ;
(3c) Present proposal to customer; ;
(4d) Submit quotes, including quotes with medical information in various formats over the telephone, by facsimile, or via electronic mail; and
(e) Run quotes on electronic quote systems.
Appears in 1 contract
Sources: Business Associate Agreement