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  1. A WordPress Commenter on Hello world!
  • WBQuote Help Guide
    • Introduction
      • Welcome to the NEW WBQuote!
    • 1. Dashboard
      • 1.01 Left Navigation
      • 1.02 Notification Banner
      • 1.03 Information Bar
      • 1.04 Search
      • 1.05 Impersonate A Broker (Updated 08/25/2026)
      • 1.06 Create a Quote
      • 1.07 More Columns Options
      • 1.08 Change Column Order
      • 1.09 Sorting
      • 1.10 Filters
      • 1.11 Actions
      • 1.12 Pagination
    • 2. Quote Details
      • 2.01 Assign Broker
      • 2.02 Group and Quote Information
    • 3. Census
      • 3.0 Census
      • 3.01 Census Defaults, Required Fields and Navigation (Updated 10/02/2026)
      • 3.02 Download Word & Brown Census Template
      • 3.03 Import Census
      • 3.04 Census Statistics
      • 3.05 Export Census
      • 3.06 Add Employee(s) Manually
      • 3.07 More Column Options
      • 3.08 Change Column Order
      • 3.09 Census Grid Function
      • 3.09.01 Reorder Employees
      • 3.09.02 Viewing Dependent Information
      • 3.09.03 Quote Checkbox
      • 3.09.04 Life Checkbox
      • 3.09.05 ER Checkbox
      • 3.09.06 Add Dependent
      • 3.09.07 Delete Census Member (EE/S/D/EF)
      • 3.09.08 Scrolling
      • 3.09.09 Errors
      • 3.09.10 Warnings
      • 3.09.11 Include/Exclude Carriers (Out of State)
    • 4. Coverage: Quote Type – Carriers and Plans
      • 4.01 Quote Type
      • 4.02 Dental Question
      • 4.03 Selections (Top Panel)
      • 4.04 Panel Controls (Bottom Panel)
      • 4.05 Select Carrier
      • 4.06 Select Plans (Bottom Panel) Updated 10/02/2026
      • 4.06.01 More Column Options
      • 4.06.02 Change Column Order
      • 4.06.03 Filters
      • 4.06.04 Medical Filter Examples
      • 4.06.05 Dental Filter Examples
      • 4.06.06 Vision Filter Examples
      • 4.06.07 Compare/Uncheck All (Plan Comparison)
      • 4.07 Selections (Top) Panel - After Plan Selection
    • 5. Coverage: Quote Type – Packages
      • 5.01 Select a Quote Type: Packages
      • 5.02 Create Medical Placeholder Packages (Top Panel)
      • 5.03 Create Dental/Vision Placeholder Packages (Top Panel)
      • 5.04 Package Controls
      • 5.04.01 Lock Packages (Medical Only)
      • 5.04.02 Delete Packages
      • 5.04.03 Add Additional Medical Packages (Top Panel)
      • 5.04.04 Add Additional Dental and Vision Packages (Top Panel)
      • 5.04.05 Change Package Effective Date
      • 5.05 Panel Controls (Bottom Panel)
      • 5.06 Selection Controls (Bottom Panel)
      • 5.07 Select Carriers (Bottom Panel)
      • 5.07.01 Medical Packages
      • 5.07.02 Dental and Vision Packages
      • 5.07.03 Package Name
      • 5.08 Select Plans (Bottom Panel) Updated 10/02/2026
      • 5.08.01 Filters
      • 5.08.02 More Column Options
      • 5.08.03 Change Column Order
      • 5.08.04 Plan Details
      • 5.08.05 Compare Plans and Uncheck All
      • 5.08.06 Add Plan to Package
      • 5.09 Creating Renewal Package (Medical Only)
      • 5.09.01 Renewal: Creation Methods
      • 5.09.02 Auto-Create in conjunction with Current Package
      • 5.09.03 Create manually from Current Package
      • 5.09.04 Create manually from a Comparable Package
      • 5.10 Copy Packages (Updated 10/07/2026)
      • 5.11 Packages (after carrier and plan selection)
      • 5.12 Order Packages (Medical)
      • 5.12.01 Order by Total Premium
      • 5.12.02 Order Packages Manually
      • 5.13 Order Packages (Dental & Vision)
      • 5.13.01 Order by Total Premium (Dental & Vision)
      • 5.13.02 Order Packages Manually (Dental & Vision)
      • 5.14 Package Navigation
      • 5.15 Package Warning Messages
      • 5.16 Package - Total Premium Difference (after plan selection) Medical Only
      • 5.17 Package Controls (after plan selection) Medical Only
      • 5.17.01 Reorder Rows
      • 5.17.02 Reorder Plans
      • 5.18 Plan Controls (after plan selection) Medical
      • 5.18.01 Compare Plans
      • 5.18.02 Copy Plan
      • 5.18.03 Delete Plan
      • 5.19 Plan Controls (after plan selection) Dental and Vision
    • 6. Coverage: Quote Type - Packages: Set Contribution
      • 6.01 Set Contribution Tab
      • 6.02 Contribution Screen
      • 6.03 Percentage Contribution Type
      • 6.04 Dollar Contribution Type - Dollar Amount Paid by Employer
      • 6.05 Dollar Contribution Type - Dollar Amount Paid by Employee
      • 6.06 Select Contribution for Out-of-State/Out-of-Area Employees
      • 6.07 Wrap Package - Apply Different Contribution Per Carrier (Medical Only)
    • 7. Coverage: Quote Type - Packages: Assign Plans
      • 7.01 Assign Plans Tab
      • 7.02 Assign Plans Screen
      • 7.03 Assign Plans (Single Package)
      • 7.04 Assign Plans to All Packages Screen
      • 7.04.01 Census
      • 7.04.02 Packages
    • 8. Coverage: Life
      • 8.01 Adding Life Coverage
      • 8.02 Updating Life Coverage
    • 9. View Product Line Selections
      • 9.01 View Product Line Selections
    • 10. Generate Quote
      • 10.01 Generate Quote
    • 11. Export Quote
      • 11.01 Page Controls/Buttons
      • 11.02 Product Line Page Selection (Updated 08/25/2026)
      • 11.03 Export Settings (New)
      • 11.04 Export Options (Updated)
    • 12. Plan Maintenance and Quoting Rules
      • 12.01 Package Rules
      • 12.02 Auto-Refresh Process
      • 12.03 Roll To (Replacement Plans)
      • 12.04 Must Match
    • 13. Additional Messaging
      • 13.01 Additional Messaging

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