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Welcome to the Plansight RFP Wizard – the fastest, easiest way to create, distribute, and manage your Requests for Proposals (RFPs). Follow this guide to get started.
✅ Go to the Employer’s Profile
✅ Click ‘Start RFP’ to begin. 🚀
👉 The RFP Wizard pre-fills key details for you.
👉 Need to make changes? Edit any field as needed. ✏️
👉 Click ‘Save & Continue’ to proceed.
👉 Add team members to the RFP.
👉 Click ‘Save & Continue’ to move forward. ✅
👉 Review current benefits and select what you want to market.
👉 If plans are already in Plansight, they’ll be pre-selected.
👉 Always double-check before moving forward!
👉 Click ‘Save & Continue’ when ready.
If your client has 50 or fewer employees, you’ll see the option:
💡 “Would you like to look at Community Rated Plans?”
✅ Yes: Answer a few questions to generate plans & rates.
✅ No: Move forward to document uploads.
👉 Click ‘Save & Continue’ to proceed.
👉 The RFP Wizard will help you define plan designs for marketing.
👉 If the current plans exist in Plansight, details will be pre-filled.
👉 If not, the system builds them as you go—like magic! 🎩✨
👉 Click ‘Save & Continue’ when ready.
👉 Plansight automatically builds your carrier distribution list based on preset rules.
👉 Want to make changes?
👉 Adjust carrier selections: Don’t want a carrier to quote Dental? Just uncheck Dental 🦷.
👉 Need to add more reps? Click ‘+’ and add as many as needed.
👉 Click ‘Save & Continue’ to proceed.
👉 Set the Proposal Deadline – Plansight handles the rest!
💡 New Feature: RFP Cover Letter
👉 Click ‘Send RFP’ to finalize everything.
👉 Monitor everything in real-time on the RFP Carrier Rep Response page:
✔️ See when they viewed your email
✔️ Check if they downloaded the RFP
✔️ Track proposal uploads
✔️ Know if it was reassigned to another rep
💡 Everything in one place. Now that’s magic! ✨
Congrats! You’ve successfully created and sent an RFP with the Plansight RFP Wizard.
🎉 Happy Quoting!
