Creating a Proposal

Step 1: Start proposal and select effective date

After creating a census, you will be on the employee overview page. Click on the ‘X’ or Next to go to the client homepage.

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

Select the proposal effective date

Proposal Introduction page

  1. Add plans to the cover tiers by clicking on the icons for medical, dental, vision, and life.
  2. You can also add plans for each coverage tier by clicking on the links
  3. The icon will allow you setup the proposal election scenario. To understand how to use this feature refer to the Quick Start Quoting Guide
  4. Click on the ink pen icon to access the preliminary underwriting screens
  5. The wheel icon allows you to access the proposal settings screen
  6. Click on the arrow icon to share the proposal with your team
  7. You can download the proposal in PDF, CSV or Excel format
  8. Click on the question mark icon to be routed to the help center
  9.  You can access the preliminary underwriting screens by click on the ink pen icon
  10. Click on Export to download the proposal in PDF, CSV or Excel format. You can also share the proposal with you colleagues
  11. The preferences icon allows you to modify the proposal settings