How do I run a child-only quote for an existing contact?
While in the iPro broker tool you may run a child-only quote by selecting ‘New Proposal’ for an Individual & Family contact and only enabling the dependents on our dynamic family page prior to selecting ‘Show Plans’.
How do I run a child-only quote through my consumer facing website?
On websites users select the ‘Child-Only Plans’ option towards the bottom of the zip entry page to signify they would like a child-only quote. Selecting this option configures the following census page to collect a child-only census.
How do I start the process to run a new child-only quote?
Click on the “Individuals” tab and then select “Add New Individual Contact”
When creating the new contact you will complete sections 1 (Primary Contact Information), section 2 (Location), and section 3 (Census Information)
In section 3 (Census Information) only fill in the dependent option and select “Child” in the relationship drop down box
Then click “Create Contact”
On the contact info page you will click on the “New Proposal” button on the top right hand corner to run the proposal for the child/children