Adding Quotes to the Small Group Print Table
The community-rated plans table is a presentation page that displays all your quotes in a single grid — carrier by carrier, with plan details and costs lined up in columns. Rather than building a separate page for each plan, you add quotes
The community-rated plans table is a presentation page that displays all your quotes in a single grid — carrier by carrier, with plan details and costs lined up in columns. Rather than building a separate page for each plan, you add quotes, and they appear as rows on the table.
What the Table Shows
Each row carries one quote across a consistent set of columns:
- Carrier and plan name, with the carrier logo
- Network and plan type
- Deductible, individual and family
- Office visit, inpatient, and out-of-pocket maximum, individual and family
- Prescription tiers: generic, brand, non-preferred brand, and specialty
- Monthly cost, and a link to the plan's SBC
A footnote at the bottom of the page explains how the drug tiers are read. Your agency logo sits in the page footer.
Adding Quotes to the Page
- Open the presentation for the renewal and go to the community-rated plans table page.
- Use the plan list on the left side of the editor to select the quotes you want on the page.
- Add or clear quotes until the page shows the comparison you want the client to see.
- Click Save Changes to lock in the current selection.
The page rebuilds itself around whatever is selected. Adding a quote does not mean laying out a new page — the table redraws automatically.
Common Questions
- Do I need to rebuild the page when the plan list changes? No. The table redraws around the quotes that are selected, so adding or removing one updates the page in place.
- Can the table run longer than one page? Yes. The page is numbered within the presentation and continues onto additional pages as the quote count grows.
- Where does the SBC come from? Each row links to the SBC carried on that plan, so the client can
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