4. Quick Quote Portal — Running a Quote
The Quick Quote tool is for pricing ONLY. It does not save data and does not transfer information to the enrollment platform. Use it to generate pricing before or during the brochure call.
Accessing Quick Quote
- Log in to the PALIC agent portal (Main Dashboard)
- Click the Menu icon (hamburger) in the top navigation
- Select "Quick Quote"
Running the Quote (3 Sections)
SECTION 1 — Location:
- Enter the client's ZIP code
- Select their county from the dropdown
SECTION 2 — Billing Method:
- Billing Type: Individual Bill (default) or Group Bill
- Payment Method: EFT (default) or Credit Card
SECTION 3 — Applicants:
- Click "Add Primary Applicant"
- Enter: Age, Gender, Relationship, Tobacco status, Estimated Points
- To add a spouse: click the + (Add Spouse) button
- To add children: click the + (Add Child) button for each
Selecting Plans
- All state-available products appear as teal bars — click the + to expand each
- Use the Filters box to compare multiple deductible / CY Max / Unit combinations at once
- Click "Select Plan" to add to My Plan Selections
- Plan Premiums box in the top right shows the running total
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Always Default to 2 Unit Gold Plus / $500K CY Max Start here every time. Only adjust down if budget is a hard constraint after seeing the pricing. |
Enrolling from Quick Quote
- Click the "Enroll Client" button to go to the enrollment platform
- IMPORTANT: Quick Quote data does NOT transfer — you will re-enter all information in enrollment