PRO CENSUS AND PRO QUOTE:
BETTER
- AND EVEN EASIER - THAN EVER!

 

These are the latest updates coming soon to our PRO Census and PRO Quote tools, both of which are part of our powerful PRO Suite.


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First, we made the user experience simpler by introducing a number of new features on the PRO Census screen:
 
  • Our new tabs streamline and simplify the process so you no longer have to scroll!  (1)
  • The census is presented front and center so you don’t have to scroll to the bottom of the screen to see your group.  (2)
  • The new “Share PRO Census” button makes sharing links easier than ever.  (3)
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Next, we moved the Survey questions to their own tab (1), with easy-to-find “Save Survey” (2) and “Export Survey” (3) buttons.

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Have you ever run a quote only to find that not everyone was included? Now, you’ll be able to see at a glance if the number of people in the Census Data for the quote matches the number on the Census Worksheet. If the numbers don’t match, you might want to review the worksheet tab before proceeding.

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We’ve engineered our industry-leading software to be even stronger!

Now, you can select the number of plans that appear on each page of a Build Your Own Comparison (BYOC), making it even easier to customize your presentation.

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Additionally, rate tables can now be generated in Excel with just one click!  From the “View / Print Your Quote” screen, click on the Preview button in the Excel column, opposite "ACA Rate Table."

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These enhancements were built for YOU, our most valued customer, and we will continue to develop our tools to ensure they address your needs.  We appreciate your business and we are here to help you succeed.
 

If you have questions about any of the Warner Pacific’s sales tech tools, products or services, please contact your Warner Pacific Sales Consultant at 800-801-2300.
 


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You don't have to be a technology expert to use our tools. We have professionals ready and willing to help you. Just give us a call at 800-801-2300 and ask for Solutions!