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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

  1. Go to RFPs
  2. 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
  3. 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:

  1. Contact the broker directly
  2. Explain the correction
  3. Submit a revised offer if requested