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Getting Started

Carrier Rep Invitation Explainer

If you received a link to Monark from a broker, this guide explains what you've been invited to and what to do next.

What Is Monark?

Monark is a benefits workflow platform that connects insurance brokers with carrier representatives to streamline the quoting process.

As a carrier rep, Monark gives you a structured, secure way to:

  • Receive RFPs (Requests for Proposal) from brokers
  • Review group details and plan requirements
  • Submit your quotes and offers directly in the platform
  • Track your submitted responses

Instead of managing RFPs via email and spreadsheets, everything lives in one place.

What Is the Link I Received?

The View RFP in Portal button in your “New RFP from …” email is a magic link: a secure, passwordless, one-click login to the RFP a broker has sent you. It's valid for 7 days and works once.

When you click it:

  • A Your RFP is ready page opens. Click View RFP and you're signed in automatically (no password needed)
  • The first time, you'll accept the Terms of Service and complete a short profile setup
  • You'll land in your RFP Inbox, where the new RFP is listed
  • You can review the group details, plan requirements, and census summary
  • You can submit your offer directly in the platform

There is nothing to install and no account to manually create. Clicking the link is all you need to do.

Do I Need a Monark Account?

Your account is created automatically when you first click a magic link. You don't need to sign up separately.

For future logins, go to monarkhq.com, click Log In, choose Carrier Rep Login, enter your work email and click Send me a login link. Each new RFP email also includes its own one-click link.

What Happens After I Submit My Offer?

Once you submit:

  • Your offer is delivered directly to the broker inside Monark
  • The broker can compare your offer alongside others
  • You can view your submitted responses from your Monark dashboard
  • The broker will follow up with you if they have questions or next steps

My Link Has Expired

RFP links are valid for 7 days and work once. If yours has expired or was already used, clicking it takes you to the Carrier Rep Login page with your email filled in. If you're already signed in, it takes you straight to your inbox. To get a new link:

  1. Click Send me a login link
  2. Open the new email and click Sign In to Monark
  3. Click Sign In on the page that opens

You do not need to contact the broker — Monark can help you directly if needed. Start a chat at monarkhq.com.

Questions?

Contact Monark via chat at monarkhq.com. You don't need to reach out to the broker who sent the RFP — Monark support can assist with any platform questions.