Start a New Application for a Saved Quote
TIP: To submit an application online, you must be logged in. Visit I'm New Here for directions. For steps to request and save a quote, go to Get a Quote. Alternatively, if you don’t have a saved quote but know exactly what plan your client wants, you can Get a Quote and start your application right after the quote is generated.
- Hover over Quotes & Enroll in the navigation bar under the VSP® Vision Care logo.
- Click on View Saved Quotes. You’ll see a list of online quotes generated by your agency.
TIP: If you’d like to see only the quotes you’ve generated, check the box Display only my quotes.
- Find the quote you’re looking for in the list. If you can’t find it, type the client’s name in the search line. A drop-down menu will appear with saved quotes that fit your search criteria. Click on the Client Name you’re searching for. The drop-down menu will disappear.
- Click View. Another screen with plan details and rates will appear.
- Find the vision plan selected by your client and click Update Quote Status. A pop-up box will appear.
TIP: If you don’t want to enroll your client in any of the vision plans on the page, click Close All Quotes towards the top right of the page. If there’s a plan that’s not of interest to your client, you can close it. Click Update Quote Status. Select Mark Quote Closed and click Continue. Once you mark a quote closed, it will no longer appear on the proposal.
- Select Mark Quote Sold & Enroll Client – Remaining Quotes will be Closed.
- Click Continue, and you’ll see a new screen Submit New Client Application.
TIP: Once an application has been submitted, the other quotes on the page will close and will no longer be available for your client.