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Carrier Rep Getting Started

Getting Started with Monark - For Carrier Reps

This guide is for insurance carrier representatives who receive RFPs from brokers and submit offers through MonarkHQ.

1. What Is MonarkHQ?

MonarkHQ is a benefits quoting and proposal platform that connects brokers and insurance carriers.

As a carrier representative, you use MonarkHQ to:

  • Receive RFPs from brokers
  • Review group and plan requirements
  • Submit underwritten offers
  • Track your responses over time

You do not need to create an account or manage passwords.

2. How You Access MonarkHQ

Carrier reps access MonarkHQ using secure magic links.

The Access Flow

  1. A broker sends you an RFP
  2. You receive a “New RFP from [broker] for [group]” email with a View RFP in Portal button
  3. Clicking it opens a Your RFP is ready page. Click View RFP and you're signed in automatically
  4. Your account is created or accessed instantly, and you land in your RFP Inbox

No password. No signup.

3. Your First Login

RFP Email

Each RFP email includes:

  • The broker's name and the group (employer) name
  • The coverage requested
  • A View RFP in Portal button, plus the same link to copy and paste

Magic Link Security

  • The link in an RFP email is valid for 7 days and works once
  • Links are tied to your email address
  • If the broker resends the RFP, you get a new email with a fresh link
  • If a link has expired or was already used, you're taken to the Carrier Rep Login page with your email filled in. Click Send me a login link to get a new sign-in email. You don't need to ask the broker
  • If you're already signed in, the link takes you straight to your RFP Inbox

4. One-Time Rep Setup

On your first login, you’ll accept the Terms of Service and then complete a short setup (≈2 minutes). This helps MonarkHQ route relevant RFPs to you.

Step 1: States You Do Business In

Select all states where you are licensed or actively quote business.

Step 2: Best Contact Number

Enter your phone number (required) and an extension (optional).

Step 3: Group Size Range

Indicate the employee sizes you handle:

  • Small (1–100)
  • Medium (101–250)
  • Large (251+)
  • All sizes
  • Custom range

Step 4: Lines of Coverage

Select the coverage types you support:

  • Medical
  • Dental
  • Vision
  • Life (also matches Voluntary Life & AD&D RFPs)
  • Disability
  • Accident
  • Hospital Indemnity
  • Critical Illness
  • Pet
  • Other (describe the line)

Step 5: Business Type

Choose:

  • Renewals only
  • New business only
  • Both

Updating Preferences

You can update all preferences anytime from your Profile.

5. The Rep Dashboard

After setup, you land in your RFP Inbox, which lists the RFPs brokers have sent you and where each one stands. The sidebar also gives you:

  • Analytics
  • Team Members
  • User Profile
  • Chat with us, to reach the Monark team

Next Steps

  • Viewing RFPs