Sales

access level sales representative (full access), broker (full access), manager (full access) module leads lead card in this area, the user can manage all quote related activity for a lead this includes creating, editing, sending, and tracking multiple estimates throughout the negotiation process it also has underwriting and enrollment information to start the initial onboarding process this area has multiple subtabs quoting , submissions , deals , underwriting , and enrollment questionnaire each tab represents a section of the signup and enrollment process quoting this workspace has two sections quote history and quote configuration ; both help users view and make changes regarding the customer's quote quote history the quote history displays all past and current estimates generated for a lead underneath actions , the user can view see the full quote details send/reminders send the quote to the customer or remind them to review it send pdf email a pdf version of the quote download save a local copy of the quote view activity see a log of actions taken on this quote archive remove the quote from active view beneath the grey scroll bar, there are 3 fields with dropdown menus semibundled, ocmi, and no cutoff select the appropriate option for each and then select create new quote to finalize once finalized, the quote will appear in quote history in the bottom most option ⚠️ warning important! when januscrm sends out documents, it uses the information from the quote that is labeled active sending a quote step by step https //kb getjanus io/sending a quote to a client https //kb getjanus io/sending a quote to a client quote configuration beneath the quote history , the quote configuration section allows brokers to configure rate estimates for the customer most of the fields, besides workers comp rates & quote state , have to be typed in manually workers comp rates & quote state both have a dropdown arrow; select the correct value to fill in the information once the user fills out the workers comp rates, quote state, add a new code, employees, weekly payroll , and selects add to finalize everything, the new rate will appear beneath workers comp rates ⚠️ warning if a needed code or rate isn't available, brokers can manually add it using the "add rate manually" button suta state support ℹ️ note additional states for suta (state unemployment tax act) calculations and updated rates for more accurate underwriting and compliance are available expanded state coverage additional states beyond the original supported list updated suta rates current rates for all supported states automatic rate application system applies correct suta rate based on state selection improved accuracy better underwriting calculations for multi state operations supported states the system now supports suta calculations for all 50 states, with rates updated quarterly to ensure compliance with state regulations 📌 tip for multi state operations, ensure all states where employees work are properly configured during the enrollment process submissions in this space, users can see the history of submissions to underwriting and download the submission using the black arrow pointing down to a box deals in this space, users can see the past deals, or past signed quotes, that have been agreed on with the customer users can also view the details of the rates by selecting the % icon such as description of job, code, rate, employees , and payroll information no action can be taken inside; it's just for viewing and informational purposes the pdf icon next to the % icon allows the user to download all the relevant information pertaining to the quote given by the brokers lead rates table updates users can update quote information directly from the lead rates table editable fields include number of employees adjust employee count payroll estimates update weekly payroll amounts ℹ️ note this feature is for internal use only updates made here will reflect in future quotes but won't affect already sent quotes to edit rates navigate to the lead rates table select the edit icon next to the rate update employee count or payroll estimates save changes underwriting questionnaire in this space, users can update information pertaining to the customer selecting the percentage value in one field will affect the other side, since the total value has to equal 100% the rest of the questionnaire can be completed by selecting yes or no the other field must be filled in manually by typing in the necessary information once completed, select submit se ccp in the upper right corner of the space to submit and finalize all work enrollment questionnaire in this space, users can review the enrollment questionnaire(s) that the client completed during their onboarding process with their enrollment advisor if the client is a reinstatement , multiple questionnaires may be available for review to view a questionnaire, select the desired entry a modal will populate, displaying the completed questionnaire submitted by the enrollment advisor ℹ️ note changes to a completed questionnaire can only be made by admins or the it department to request changes, please open a ticket or speak with your manager warning changes made here will affect both the new client data dashboard task and the payroll customer profile troubleshooting & escalation common issues cannot create new quote symptoms create new quote button not working possible causes maximum quotes reached required configuration missing previous quote still active permission restriction resolution steps archive old quotes first ensure all dropdowns selected check for active quote conflict verify sales permissions workers comp rates not available symptoms dropdown empty or codes missing possible causes state not configured codes not loaded for carrier system data sync issue invalid state selection resolution steps verify state selection correct try "add rate manually" option check carrier compatibility refresh page and retry quote not sending to customer symptoms send button works but customer doesn't receive possible causes invalid email address email marked as spam no contact marked active template configuration issue resolution steps verify customer email address check spam/junk folders ensure quote marked "active" try send pdf option instead cannot submit to underwriting symptoms submit se ccp button disabled possible causes required fields incomplete percentages don't equal 100% missing questionnaire answers previous submission pending resolution steps verify all fields completed check work percentages = 100% answer all yes/no questions complete any text fields when to retry vs escalate retry these actions 🔄 quote generation 🔄 email delivery (different address) 🔄 rate lookup 🔄 percentage calculations escalate immediately for 🚨 cannot access sales tab 🚨 all quotes showing errors 🚨 rates completely missing 🚨 underwriting submission failures escalation process level 1 team lead/manager quote approval questions rate override requests carrier specific issues commission clarifications level 2 it help desk quote generation failures email template problems rate database issues system calculation errors how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include customer name, quote details, error messages screenshot quote configuration note carrier and state next steps after managing the sales process for a customer enrollment tab continue the onboarding journey underwriting dashboard submit for approval general tab update customer information 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels