Active Quote

🧭 summary the active quote tab provides payroll advisors and managers with a read only view of the client’s current active quote this feature ensures that all users have immediate visibility into the latest pricing, rates, and program structure without needing to access the sales tab or separate quote files if a new quote is created and marked as active , the information in this tab will automatically update to reflect the most recent version 📋 details 🔍 purpose centralize visibility of active quote information directly within the payroll card improve coordination between payroll advisors, enrollment teams, and account managers ensure consistent access to the latest quote data without risk of manual edits 🧾 tab visibility appears on all client payroll cards accessible by users with payroll advisor or higher level permissions data is read only — no edits can be made from this tab 🧩 tab structure the active quote tab is divided into multiple sections for easier navigation and data review quote overview displays key identifiers such as quote id, effective date, and quote type shows whether the quote includes cutoffs (yes/no) for clarity initial cost & fees itemized breakdown of startup costs, setup fees, or other one time charges workers’ compensation rates displays rate tables and class codes associated with the client’s quote quote status shows current quote lifecycle stage (e g , draft, submitted, active, expired) additional fees & rates includes extra cost components tied to the quote (e g , admin, program, or processing fees) labor burden summary summarized view of total labor cost, including payroll taxes and insurance contributions 🖼️ example view image caption example of active quote tab showing overview, cost breakdown, and rate details alt text active quote tab displaying quote details, costs, and read only data 🚫 edit restrictions all information in this tab is strictly view only data is pulled dynamically from the active quote record in the sales tab any updates must be made directly on the sales tab or quote record — not within this tab ✅ key takeaways automatically syncs with the current active quote designed for read only transparency across departments displays detailed breakdowns, including initial costs, fees, and labor burden summaries helps payroll advisors quickly confirm quote type and cutoff configuration