Submission of Individual Quotes

This guide outlines the streamlined process for initiating a Request for Proposal (RFP) and generating a health application link for an individual client.

Step 1: Initiate the RFP

To begin, you will need to define the scope of the request within the dashboard.

1. Access the Tool: Click the Start RFP button located on your primary dashboard.

2. Select RFP Type: A pop-up window will appear. Select Individual as the RFP type.

3. Proceed: Click the Next: Individual Info button. This will move you into the dedicated workspace tab.

Step 2: Enter Individual Information

In this stage, you will provide the specific details required for the underwriting and quoting process.

1. Required Fields: Enter the individual's First Name and Last Name.

2. Plan Selection: Use the dropdown menu to choose the appropriate plan type (e.g., Medical or Dental).

3. Broker Selection: Select the relevant Agent or Broker name from the designated field.

4. Team Notifications: (Optional) Use the UW User field to select teammates who need to receive automated status updates regarding this file. You may leave this blank if no notifications are required.

Step 3: Save and Generate the Application Link

The final step generates a secure link that allows the individual to provide their health information directly.

1. Save Progress: Click the Save button at the bottom of the form to finalize the record.

2. Locate Link: Scroll down to the bottom of the page to find the Health Application Link, which is generated automatically upon saving.

3. Copy Link: Click the link once; it will be automatically copied to your clipboard.

4. Distribute: You can now paste the link into a browser to verify the form or send it directly to the client via email or secure message.