Submitting Offers

This guide covers how carrier reps submit offers in response to RFPs.

1. Complete Offer Details

Each coverage type has its own structured offer form. The form mirrors the broker’s requested plan design.

Depending on coverage type, you’ll enter:

Plan details
Benefit values
Rates (tiered, age-banded, or volume-based)
Commission information

2. Complete Coverage-Specific Sections

The following coverages follow similar patterns:

Dental
Vision
Life & AD&D
Disability (STD/LTD)
Accident
Hospital Indemnity
Critical Illness

Each form only shows fields relevant to that coverage.

3. Upload Attachments

You may upload:

Rate sheets
Benefit summaries
Supporting documentation

Attachments are shared with the broker.

4. Submit Your Offer

You may save a draft of your offer. Saving a draft does not notify the broker.

Once you are ready to submit, click Submit Offer. The offer will be immediately sent to the broker and the status will be updated to Responded. Once submitted, offers cannot be edited. Contact the broker if changes are needed.

If multiple coverages were requested:

Submit offers independently per coverage
Respond only to the lines you support
Each coverage tracks its own status

Next Steps

Viewing Your Responses