Viewing RFPs

This guide explains how carrier reps view and review RFPs sent by brokers.

1. Your RFP Inbox

Navigate to RFPs from the sidebar to see all requests sent to you.

Your inbox shows one row per employer group, not one row per individual request. If a broker sends you several coverage types for the same employer, they appear together on a single card.

Each row shows:

Employer name
Coverage types requested
Effective date
Due date
Broker name
Date received
Current status

Paging Through Your Inbox

The inbox pages, sorts, and counts by employer group. This means the page count and the totals on the status cards at the top of the page always refer to the same thing you see in the list — employers, not individual coverage requests.

If you previously found that an employer you expected was missing from the list, this is the cause and it is now fixed. Because paging counted individual coverage requests rather than employers, an employer with several coverage types could consume several slots on a page and push other employers out of view entirely. Every employer that has sent you an RFP now appears.

Sorting is available by date received, due date, effective date, and broker name.

2. RFP Statuses

| Status | Meaning | | ------------- | --------------------------------- | | New | Not yet opened | | In Progress | Viewed, not submitted | | Responded | Offer submitted | | All Responded | All requested coverages completed |

3. Opening an RFP

Click an RFP to view details.

Employer Information

Company name
Location (city, state, ZIP)
Industry (SIC)
Group size
Effective date

Broker Information

Broker name and organization
Email and phone
License information

Coverage Requirements

For each requested coverage type, you’ll see:

Detailed plan design requirements
Commission structure
Renewal indicators (if applicable)
Attachments uploaded by the broker

Next Steps

Submitting Offers