The Challenge

Reformatting Data Slows Down Submissions

Carrier submission shouldn't require guesswork. Each carrier has their own formats, fields, and requirements, and handling them manually wastes time and invites delays.

  • Re-entering data across multiple forms
  • Remembering or referencing unique carrier requirements
  • Chasing down missing info after submission
  • Submission delays due to formatting errors

Our Solution

Let Quote+ Do the Formatting For You

Quote+ uses the data you've already collected — census, elections, MHQs — to populate carrier forms in real time. It formats each form according to the carrier's specific requirements, so you don't have to.

And if a form isn't already in our library? Just send it to us — we'll add it free of charge.

  • Pre-filled, carrier-specific enrollment forms use the data already collected in Quote+ — no rekeying required.
  • Custom form mapping for each carrier ensures the carrier's exact preferences and field requirements are met the first time.
  • Smart inclusion logic only includes the data required for each form. If extra info is provided, it's organized into clearly marked addenda for easy review by underwriters.
  • Dynamic data population ensures that employee, dependent, and plan selections flow directly into the right fields.
  • Secure storage and audit trails via Quote+'s proprietary, HIPAA-compliant file systems give you visibility, an audit trail for compliance, and general peace of mind.
  • Fast, on-demand processing means forms are generated in seconds — not hours.

Want to see how this works in action?

Request a Demo

See How Everything Works Together

Quote+ doesn't just collect data — it puts it to work. Carrier Form Mapping is the final step to close the loop on plan selection and enrollment.

Submit Carrier Forms Faster & With Confidence

Get complete, compliant forms submitted to every carrier in minutes — no rework, no reentry, and no errors.

Request a Demo

FAQs

Common Questions About Carrier Forms

Carrier Form Mapping FAQs

  • Just send us the form — our team will format and add it to our library so you can use it going forward.

  • Yes. Whether you're quoting or enrolling ACA, level-funded, or self-funded plans, Quote+ uses the information you collect to populate forms for any plan type.

  • Yes. You'll be able to preview before finalizing the submission.

  • Absolutely. All form mapping is HIPAA-compliant, and each form is securely stored with a full audit trail for compliance and visibility.

You've got questions. We've got answers.

Reach out today to get more of your carrier form, small group benefits, or Quote+ questions answered.

EXPLORE MORE INSURANCE SOFTWARE SOLUTIONS