Viewing an RFP

• From the Workspace tab, navigate to the Quote Queue section to see a list of all the RFPs you have recieved. To view an RFP, click on the RFP associated with the specific group/broker you would like to view. 
• Clicking on the RFP, will populate additional information and options specific to that RFP on the right-hand side of the screen.

• The quickest way to access all of the information associated with an RFP is to click the Download Quote button. This will bring up a new screen where you will be able to download a Microsoft Excel version of the RFP, claims history, formulary disruption forms, and any supplemental files provided by the broker.

Alternatively...

• To view the RFP in the system, click on the Edit Proposal button on the right side of the Quote Queue

• To view the claims history in the system, click on the Claims History header. The file can be downloaded by clicking the Download CSV File button.

• To view the supporting files in the system, click on the Supporting Files header and then click on the RFP Support Files accrodion. If the broker did not upload any supporting files then this section will be blank. To download a file, click on the Download File button on the right side of the screen.