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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 an email with a secure link
  3. Clicking the link logs you in automatically
  4. Your account is created or accessed instantly

No password. No signup.

3. Your First Login

RFP Email

Each RFP email includes:

  • Broker name and organization
  • Coverage types requested
  • Group size and effective date
  • A call-to-action button

Magic Link Security

  • Links expire after 1 hour
  • Links are tied to your email address
  • If expired, request a new link from the broker

4. One-Time Rep Setup

On your first login, you’ll 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: Group Size Range

Indicate the employee sizes you handle:

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

Step 3: Lines of Coverage

Select the coverage types you support:

  • Medical
  • Dental
  • Vision
  • Life & AD&D
  • Disability
  • Accident
  • Hospital Indemnity
  • Critical Illness
  • Pet

Step 4: 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 on your dashboard showing:

  • RFPs received
  • RFPs awaiting response
  • RFPs responded to
  • Quick navigation to your inbox, profile, and analytics

Next Steps

  • Viewing RFPs