The Challenge

Manual MHQs Waste Time & Delay Quotes

Paper forms, handwritten notes, and PDFs weren't built for efficient underwriting, but brokers are still stuck using them.

  • Redundant forms and overlapping questions
  • Illegible or incomplete responses
  • No standard form requirements across carriers
  • Manual follow-ups for missing details

Our Solution

Dynamic, Logic-Driven MHQs Built Right Into Quote+

Quote+ eliminates these issues with a fully digital MHQ experience:

  • Smart logic flow dynamically tailors questions to individual health situations
  • Expansive medication database helps employees find the right drug info by condition
  • Pre-populated fields eliminate repetitive typing across sections
  • Built-in error check flags missing or inconsistent data before submission
  • eSignature capture ensures legal compliance — no extra tools or subscriptions required
  • Data is securely stored and automatically formatted for downstream carrier needs

Want to see how this works in action?

Request a Demo

All collected data is already aligned with carrier formatting rules, whether you're submitting for a full MHQ or GRx census. This means no rework, reentry, or manual cleanup is needed when you're ready to quote.

Learn More About Carrier Form Mapping

See How Everything Works Together

MHQs are just one part of the full quote-to-close experience. Keep exploring:

Ready to Modernize Your MHQ Process?

Ditch the paper forms, reduce back-and-forth, and quote level-funded plans with confidence. See for yourself how Quote+ makes collecting employee health data simple, secure, and automated.

Request a Demo

FAQs

Common Questions About Quote+'s MHQ Feature

Medical Health Questionnaires (MHQs) FAQs

  • Employees typically complete their own MHQ via a secure self-service portal. Brokers or HR managers can assist or send reminders as needed, but the process is designed to be hands-off once it's sent.

  • No. The MHQ is only required when quoting level-funded or medically-underwritten plans. For ACA or other quoting types, a basic census is often sufficient.

  • Yes. Quote+ collects all of the data and houses it in one system, so you can generate forms and submit the MHQ data to one carrier while sending a GRx census to another carrier for the same employer group.

  • Yes. The MHQ supports employees, spouses, and dependents — all within the same interview flow, so nothing gets missed.

  • Quote+ tracks completion status until it's done. You'll always know who's finished and who has yet to complete.

  • Here at AgencyBloc, we take security very seriously. All health data is collected and stored in compliance with HIPAA and HITECH standards. eSignatures are time-stamped and IP-tracked for full legal validity.

  • Yes. If an employee completed an MHQ in a previous enrollment season, Quote+ can carry forward applicable data, saving time and reducing frustration.

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

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

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