Hospital Indemnity quotes can be saved directly to the client so you don't have to rebuild the same configuration later.
Each client can have up to 3 saved Hospital Indemnity quotes.
A saved quote is a snapshot of the quote exactly as it existed when you saved it.
What gets saved
When you save a quote, AdvantaCRM keeps the quote information that was already returned and the selections you made, including things like:
Carrier and plan.
Hospital Benefit Period.
Selected benefit amounts.
Added riders and optional benefits.
Monthly premium.
Carrier plan information associated with that quote.
AdvantaCRM does not run a new carrier quote each time you reopen a saved quote.
That means the pricing shown is the pricing that existed when the quote was saved.
Saving a quote
Build and refine the Hospital Indemnity quote until you have the configuration you want to keep.
Click Save Quote.
The quote is added to the client's Saved Quotes area.
You can save up to three different options for the same client. This makes it easy to keep a few carrier or benefit combinations available while you're discussing options with the client.
Opening a saved quote
Open Saved Quotes and select the quote you want to view.
You'll see the carrier, product, saved monthly premium, and all of the benefits that were selected when the quote was saved.
Saved quotes do not show the Medicare Advantage comparison
Even if the original quote was built by matching the client's Medicare Advantage plan, the saved version only shows the Hospital Indemnity quote itself.
You will see the saved benefits and pricing, but not items such as:
$325/day MAPD → $350/day Hospital Indemnity
This keeps the saved quote focused on what was actually quoted.
Saved pricing is a snapshot
A saved quote does not automatically refresh or requery the carrier.
If you saved:
AdvantageGuard – 5 Day
$57.43/month
that saved quote continues to display the $57.43 monthly premium and the benefit selections that went with it.
This makes it easy to return to exactly what you discussed with the client.
Heads up: Because the saved quote is a snapshot, it should not be treated as a guarantee that the carrier would return the same rate at a later date if a new quote were requested.
The 3-quote limit
Each client can have up to 3 saved Hospital Indemnity quotes.
This is intended to give you enough room to keep the client's strongest options without turning their profile into a long archive of old quotes.