Creating Library Plans from Quote Uploads

Creating Individual Library Plans from Quote Uploads

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 the “Quote Upload” tab at the top of the page.

Click “Upload Quote“ to attach a supported file. The library supports the same file types as the Quote Upload tab within an employer group. As soon as the file is processed, all of the plans within the file will be listed below it. You can click on the 🔍 icon to quickly view a plan's details.

To add a plan to the library, hover over it and click “+ Add to Library“. You will be redirected to a screen to view plan details that are pre-filled with all the information included from the file.

Next, edit 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 the status of draft, published, or archived by clicking the three dots to the right of the plan:

Bulk Creating Library Plans from Quote Files

A quote file may contain more than one plan. To bulk import plans, click on a quote file to expand the plan list. Select the plans you wish to bulk import, then click “+ Add Selected to Library“.

A pop-up window will appear. Please select if you want to import benefits and/or rates. Select state and date availabilities, and if you want to save the plans as drafts or published.