Manually Creating Library Plans

To create a library plan by uploading a quote file, first click on the Firm Library heading on the left side menu, then click on [Create Library Plan].

Next, fill in Benefits and/or Rates as desired.

Finally, define the plan availability. Plans can be restricted by:

• State: Only groups in the selected states will be able to use the plan. By default, all states are selected.
• Dates: The effective date must be in between the valid from and the valid until dates.

When saving, you can either publish the plan or save it as a draft. Only published plans are available to be used in groups.

Once the plan is created, you can manage it’s status of draft, published, or archived by clicking the three dots to the right of the plan: