The only true mobile Small Group quote engine in the market
Say goodbye to the days of having to run back to your office to re-run a quote because a client made a mistake on the census or hired a new employee. With WBQuote Lite in your hand, you can run a quote no matter where you are.
Quote Anytime, Anywhere
- Update an employer census and re-run the quote
- Change an employee’s plan assignment
- Ensure clients get access to their preferred doctors with integrated Provider Search
- Dynamically show changes to contribution scenarios
- Quickly run a new hire quote with built-in New Hire Worksheets
- Drill down into rate and benefit details for your clients
Perfect for In or Out of the Office
WBQuote Lite is a faster way to build a quote – wherever you are, in your office on your desktop or at a client’s office on your phone or tablet. When you want to dig deeper, jump into WBQuote to get a Wrap or Ancillary quote, or to focus on details that some clients want to know.
Customize Your Quote
With WBQuote Lite, you have the ability to create a quote that represents you and your brand. In addition you can export your quote in the format you like best. Add your company logo or Customize with your company colors and Export in PDF, Excel, or PowerPoint for the output you desire.
WBQuote Lite Demo
The best way to experience the ease of the WBQuote Lite mobile quoting engine is to see it in action. Check out our short demo or login today and take it for a test drive yourself.
100% Accurate and Clients Will Love It
With WBQuote Lite in your hand, you can build a solution for your clients, together, however they want.
And, don’t forget, when you quote with Word & Brown, whether through WBQuote or WBQuote Lite, you can always guarantee your clients will see rates that are 100% accurate.
Discover the future of quoting with WBQuote Lite on your mobile device or desktop.