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Carrier Rep Viewing Responses
Viewing Your Responses
This guide explains how to review offers you’ve already submitted.
1. Find Your Past Responses
- Go to RFPs
- Use the Status filter and choose Responded. A group lands here once every plan you handle is answered. Groups you've only partly answered are under In Progress
- Click View Responses on the row to review your submission
For each submitted offer, you can review:
- Plan details
- Rates entered
- Attachments included
- Submission timestamp
2. View Your Analytics (If Enabled)
Your analytics dashboard may include:
- Response rate
- Average response time
- Coverage mix
- Activity trends
Use this to monitor performance and responsiveness.
3. Edit Submitted Offers
You can edit a submitted offer until the broker adds it to an employer-facing proposal. Open the RFP, change the values (the plan shows Unsaved changes), and click Submit Responses again.
Once the broker adds your offer to a proposal, the page shows Offer Added to Proposal and the offer can no longer be edited. If changes are needed after that:
- Contact the broker directly
- Explain the correction
- Submit a revised offer if requested