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How to create a Proposal for an Employer
A Proposal allows you to generate documentation for quoting community-rated and underwritten products. Ultimately, you will be able to download the Proposal and present it to th...
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Exporting a Census
After generating a Proposal, you can export censuses to send to the Carrier. In this article, we'll discuss the different censuses.
IN THIS ARTICLE
Exporting a Carrier census
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Creating Proposal Templates
After downloading a Proposal, you may spend some time making edits and tailoring it to the Employer’s specific needs. This can be a manual and time-consuming process, especially...
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How to navigate Products in a Proposal
This article will discuss the tools that you’ll use to select products for the Employer in the Proposal process. See this article for more information about Proposals.
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How to download a Proposal
In Step 6: Generating a Proposal, you can add employer contributions and generate and download proposal documents as CSV files. After downloading, you can make additional edits ...
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Navigating the Proposal Listing
The Proposal Listing shows Proposals for all Employers that are currently associated with your Agency.
See this article for more on how to create Proposals.
IN THIS ARTICLE
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