Quote+ Reporting: Data & Insights That Drive Decisions

Reporting That Helps You Quote Smarter & Grow Faster

Quote+ gives brokers, agencies, and general agencies real-time visibility into the quoting and enrollment pipeline — so they can proactively manage renewals, track employee census data, and surface key trends that drive smarter plan recommendations.

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The Challenge | The Solution | Explore the Full Workflow | See Smarter Reporting | FAQs

The Challenge

Disconnected Data Limits Visibility

In many systems, reporting is either an afterthought or spread across multiple platforms — making it difficult for brokers to track the right information at the right time.

No single source of truth for census, quoting, and enrollment data
Limited visibility into renewal timelines and enrollment progress
Lack of insight into downline broker activity (for GAs)
Inability to generate employer-ready reports on health, Rx, or census trends
Manual prep required to showcase value to clients and stakeholders

Graphic showing reporting solutions in Quote+

Our Solution

Built-in Reports Designed for Group Benefits Agencies

Quote+ offers a library of pre-built reports focused specifically on the needs of small group benefits brokers and GAs. These reports simplify internal tracking and enhance the employer experience — all while reducing manual work.

You can:

Track employee completion status and pending enrollments in real-time
Identify upcoming renewals and quote proactively
Compare group-level census data to industry benchmarks (i.e., BMI, Rx, tobacco use)
Run client-ready reports by employer group for more personalized recommendations
Analyze your agency or downline performance over time

Want to see how this works in action?

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The Old Way vs. Quote+ Way

Challenge	How Quote+ Solves It
No visibility into group health trends	Run Medical Condition Summaries, Rx Summaries, and BMI reports per group or client
No insight into enrollment or renewal timing	Track enrollment completion status and view upcoming renewals at a glance
Pulling reports from multiple systems	Pre-built reports inside Quote+ consolidate census, health, and quoting data in one platform
Manually formatting data for employer reports	Employer-ready PDFs created automatically — no formatting or spreadsheet exports needed
Difficult to track agency or GA performance	Access agency-level and GA-specific reports to monitor growth and downline activity

Explore How Reporting Fits Into the Full Workflow

Quote+ Reporting supports every stage of the quoting and enrollment process — from initial census collection to final carrier submission. See how the full system works together to streamline your workflow and empower your team.

Ready to See Smarter Reporting in Action?

Quote+ gives you more than quotes — it gives you clarity. See how reporting can power better client conversations.

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FAQs

Common Questions About Quote+ Reporting

Reporting FAQs

What types of reports are available in Quote+?
Quote+ includes both agency-focused and employer group reports, such as:
- Client activity reports
- Upcoming renewal reports
- Medical Condition Summaries
- Rx Summaries
- BMI, Tobacco, and Group Health Comparisons
Can I run reports by employer group?
Yes. You can select a specific client and run detailed reports on their census, plan status, or health trends to guide future recommendations.
Are reports exportable and presentation-ready?
Yes. All Quote+ reports are downloadable as PDFs, formatted for sharing with employers or internal teams.
Does this reporting integrate with AMS+?
Yes. For clients using AMS+, the systems sync data to ensure accuracy across reporting, quoting, and servicing workflows.