How to Quote Annual Premium on SolutionBuilder

58 views 18/02/2020 25/11/2021 0

To do an Annualised Premium quote, you will need to access our Detailed Quote section.

This will involve doing a default quote initially which you will later amend in ‘Detailed Quote’. Once you have clicked ‘Save Benefit’ then ‘Quote Now’ you will be on the results screen.

Click on the menu button (the white box with the three horizontal lines). Towards the bottom of the drop-down, you will see the Detailed Quote option, the Detailed Quote section will open as a new tab where you will be able to quote so the premiums show annually rather than monthly by selecting annually in the benefit details section.

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