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Word & Brown User Guide
WBQuote Help Guide
WBQuote Help Guide
Introduction
Welcome to the NEW WBQuote!
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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
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2. Quote Details
2.01 Assign Broker
2.02 Group and Quote Information
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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
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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
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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
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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
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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
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8. Coverage: Life
8.01 Adding Life Coverage
8.02 Updating Life Coverage
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9. View Product Line Selections
9.01 View Product Line Selections
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10. Generate Quote
10.01 Generate Quote
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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)
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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
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13. Additional Messaging
13.01 Additional Messaging
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