Submitting a Group to Sales Support and/or Underwriting

In the previous version of DataHub, you moved a group forward using two buttons — Submit to Sales Support and Submit to Underwriting. In the new DataHub, those buttons have been replaced. The same hand-offs are now managed directly through status changes, giving you a clearer, more consistent view of where every group stands.

This guide walks through creating a group, adding its census, and moving it through the two key statuses:

• Sales Support Review  —  replaces the old “Submit to Sales Support” button.
• Health Apps Completed  —  replaces the old “Submit to Underwriting” button.

Status reference

Step 1 — Create a new group

1. Start a new RFP.  From the Dashboard, click + Start RFP in the top-right corner.
2. Enter the group details.  On the Group Information page, complete the required field, then click Save.

Step 2 — Add the census or PHQ

Add the group's census so the applications can be processed and moved through the workflow.

1. Open the Census Information tab for the group.
2. Add members.  Click Add Member (or Upload Census) and enter the member details.
3. Confirm the census saves successfully, then click Next - Workbench to continue.

Step 3 — Submit a group to Sales Support

In the Group Info, there are no submit buttons. Instead, you move the group forward using the status pipeline — the row of chevrons shown near the top-right of the screen.

1. Open the status pipeline.  Locate the status chevrons. The current status is highlighted (a new group starts at Data Collection).
2. Select the next status.  Click Sales Support Review in the pipeline.
3. Confirm the change.  A Please confirm dialog appears asking “Are you sure you want to change status to Sales Support Review?” Click Confirm.

Confirmation prompt before changing the status to Sales Support Review.

1. The status updates automatically and a success message is shown. Sales Support Review is now the active status — the group has been handed off to Sales Support.

Step 4 — Submit a group to Underwriting

When the applications are complete and the group is ready for Underwriting, advance the status to Health Apps Completed.

1. Select the status.  In the status pipeline, click Health Apps Completed.
2. Confirm the change in the Please confirm dialog.
3. The status updates and a success message is shown. The group has been submitted to Underwriting.

Important notes

• Some statuses are locked.  Once a group reaches certain statuses, its details can no longer be edited. Hovering over a locked field shows the message “Editing is not allowed for this status.” This protects the integrity of the group as it progresses.
• Only the status Health Apps Completed are available in the Individual quote.