Create Proposal

Start a new proposal by clicking on the ‘+’ icon in the Proposals section.

On the proposal introduction page, select an effective date. You can also change the presenting agent to another agent (from the same firm) and customize the proposal’s name on this page. Then, click create.

Proposal Introduction Page

After you create the proposal, the system will route you to the introduction page, which also acts as a cover page on the proposal download. You can update the presenting agent and proposal name from the page. You can edit the effective date by clicking on the pencil icon and selecting a new effective date.

Click on the coverage tier icons to add medical, dental, vision, and life plans to the proposal

  1. Click on the ink pen to access the preliminary underwriting screens
  2. The curved arrow icon allows you to share the proposal with your colleagues
  3. Click on the down arrow the download the proposal in PDF, Excel, or CSV format
  4. To review the carrier disclaimer click on the icon
  5. To access to the help center knowledge base
  6. On the proposal settings screen, you can set the UnitedHealthcare Level Funded Compatible Plans filter for Prescription Drug List (LX Advantage or Essential) and LX Compatible Plans (Lab/XRay(LX Ded +Coin) or (Lab/X-Ray-100%) UnitedHealthcare Specialty. On the Packages Savings option, if you do not want to keep United Healthcare package savings push the toggle to the left. If you make changes on the settings screen press save to save the changes.

You can access the Add Plan, Preliminary Underwriting, Proposal download, Share proposal, and Proposal settings at the upper right hand corner of the proposal introduction page Or you can access these settings at the bottom of the page.

  1. You can also click Add Plans links to add Medical, Dental, Vision, and Life plans to the proposal
  2. Click on the ink pen icon to access the Level Funded Preliminary Underwriting screens
  3. Click on the Export icon to download the PDF, Excel, or CSV proposal. You can also share the proposal with your colleages
  4. Access the Proposal Settings options to set the Level Funded or turn off the UnitedHealthcare Specialty option. Press save if you make any changes to the settings.