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.

The inbox has two tabs:

My RFPs: employer groups where at least one coverage was sent to you
Team RFPs: groups your broker sent to teammates at your carrier, so you can pick them up if needed. This tab adds a Responsible Rep column showing who each request was sent to

The inbox opens on My RFPs. If you have none of your own but your team does, it opens on Team RFPs instead. Each tab shows a count.

If your profile lists the coverage lines you handle, the inbox status and counts only reflect those lines. If none are set, all lines count.

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.

If a broker sent the same RFP to several reps at your carrier, you see it once, not once per rep.

Each row shows:

Company (employer) name
Broker name
Proposal name
Number of employees
Coverage types requested
Effective date
Due date
Date received
Current status
An action button: Respond while any plan is still unanswered, then View Responses once you have quoted at least one plan, or View if you declined everything

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 | | r/N responded (for example "1/4 responded · 1 declined") | In progress: you've opened or started the group, but some plans are still unanswered. Progress is counted per plan, and declined plans are shown separately | | All Responded | Every plan answered, with at least one quoted | | Declined | You declined every plan you handle on this group |

A plan counts as answered as soon as any rep at your carrier answers it, so the progress isn't split across teammates.

The status cards at the top of the inbox (Total RFPs, New, In Progress, Responded, Declined) and the Status filter use the same groupings. Each group falls into exactly one of them, so the cards add up to the total.

3. Opening an RFP

Click an RFP to view details.

The top of the page has three actions:

Decline to Quote: declines the whole RFP. It is available until you have responded to any coverage, and Undo Decline reverses it
Export to Excel: downloads the RFP and the group's census
Back to RFPs: returns to your inbox

Below the employer and broker details, an Upload Proposal card lets you pre-fill your offers from a proposal document. See Submitting Offers.

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

Census

You can see the group's census so you can rate it, including each member's name, relationship, date of birth, job class, tobacco status, salary and life amounts.

Next Steps

Submitting Offers