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Features

Marking Plans as Sold

Once an Employer has made their benefits selections, brokers and employers can mark individual Proposal Items as sold in MonarkHQ. This creates a clear record of which plans were confirmed and keeps the Proposal workspace accurate for enrollment and carrier submissions.

What "Marking as Sold" Means

A Sold Plan is a Proposal Item that has been confirmed as the selected plan for enrollment. Marking a plan as sold:

  • Records the final selection in MonarkHQ
  • Triggers a notification to the broker (if marked by the Employer)
  • Signals readiness for carrier submission and enrollment

Marking a plan as sold does not automatically submit anything to a carrier — it is a tracking action within MonarkHQ.

Who Can Mark a Plan as Sold

| Role | Where | | -------- | ------------------------ | | Broker | Proposal workspace | | Employer | Employer selections page |

Both the broker and employer can mark plans independently. If the Employer marks a plan, the broker receives a notification.

How Brokers Mark a Plan as Sold

  1. Open the Proposal
  2. Navigate to the Proposal tab
  3. Locate the Proposal Item to confirm
  4. Click Mark as Sold
  5. Confirm the action

The item updates to show its sold status in the proposal workspace.

How Employers Mark a Plan as Sold

Employers can mark plans from within their proposal experience:

  1. Open the proposal via the magic link
  2. Go to the selections page
  3. Click Mark as Sold next to the confirmed plan
  4. The broker receives a notification

Notifications

When an Employer marks a plan as sold, a pending sold plan notification is sent to the broker. This keeps the broker informed without requiring separate communication.

Brokers can review pending sold plans from within the Proposal.

Best Practices

  • Mark plans as sold promptly after the Employer confirms their decision
  • Use sold plan tracking as a handoff signal for your enrollment or implementation team
  • Sold plan records are intentionally persistent — if selections change after marking, reach out to Monark support

Next Steps

After marking plans as sold:

  • Coordinate carrier submissions for enrolled plans
  • Begin member enrollment
  • Archive or close the Proposal once implementation is complete