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Get Proposal Quote ID – Overview

1. Purpose​

The Get Proposal Quote ID service simplifies the quoting process for small-business insurance plans. Instead of manually combining results from separate quote lookups (e.g., medical, dental, vision, life), this service returns a single, unified identifier that represents the complete proposal. It streamlines quoting across multiple product families and affiliated brands, making it easier to manage and reference comprehensive plan combinations.

2. Who Can Use This Service​

This service is useful for:

  • Insurance brokers and agents preparing proposals for small-business clients
  • Partner onboarding teams organizing regional offerings and launch plans
  • Product managers and strategists analyzing quoting capabilities and plan availability
  • Sales, marketing, and training teams referencing quoting workflows in non-technical materials

While originally designed for technical implementers, the concept is relevant to anyone involved in quoting or presenting insurance options.

3. What Information is Available​

The service provides high-level, easy-to-understand categories:

  • Plan categories: Medical, dental, vision, basic life, and dependent life
  • Product families: Offerings grouped under major brands and affiliated lines
  • Unified quote reference: A single identifier representing the full proposal
  • Geographic relevance: Results are tailored to the state or region requested
  • Plain-language feedback: Clear messages indicate whether the quote was successfully assembled

4. Benefits of This Service​

  • Simplified quoting: Combines multiple plan types into one reference
  • Consistent portfolio view: Everyone sees the same categories and product families
  • Real-time accuracy: Reflects the latest available offerings
  • Versatile use cases: Supports quoting, planning, training, and communications

5. Example Uses​

  • A broker preparing a proposal for a client receives one quote ID that includes medical, dental, vision, and life coverage.
  • A partner team summarizes available plans for a region in onboarding materials without needing technical details.
  • A strategist tracks quote IDs across states to identify trends in plan availability.
  • A training document explains how quoting tools use a single reference to simplify proposal management.

6. Important Notes​

  • This overview omits technical details such as authentication, data formats, and error codes.
  • Access to the full quoting system requires a formal partnership and onboarding process.
  • Plan offerings may change over time; treat summaries as current snapshots.
  • The quote ID and associated plan groupings are proprietary assets of the organization.
  • If a quote cannot be assembled (e.g., due to an unsupported region), the system provides clear, human-readable feedback.