RFP Closed Reasons

Coming AUGUST 2021

Provide clear communication to responders as to why RFPs are marked "Closed" 

• Select from a predefined list of reasons when a RFP is marked as "Closed".
• Include addition details with the closed reason which is shared with the responder.
• View closed reasons in the Workspace and Quote Records

Mark as "Closed" with Reasons

When a RFP is marked "Closed", the user will be required to select from a list of reasons and may also provide additional details.  This information will be displayed for both the issuing and responding parties for analysis and reporting.  Note that users will only have access to reasons for their organization's RFP or Quote Response respectively.  In addition, carriers will only see the closed reason if their Quote Response was still open (New, Underwriting, Submitted, Won) at the time the RFP was closed.

Broker / TPA

Select "Close RFP".

Select the reason for closing.  Add additional details as desired.

View and edit the closed reason next to the Info icon in the Display Card Header.

Carrier / MGU

View the closed reason next to the Info icon in the Display Card Header.