Review & Send

  • Updated

Within Step 5, you can review your RFP and then send!

 

Each RFP section will display details as they will appear to carriers, with a link to edit details to jump to that section.

Screenshot 2025-08-19 at 9.46.47 PM.png

 

 

Missing details will be highlighted in red

Screenshot 2025-08-19 at 9.47.29 PM.png

 

Within the Carriers section, you can hover to double check key details:

  • Hover over the Recipients link to see the recipients for that carrier
Screenshot 2025-08-19 at 9.48.10 PM.png
  • Hover over the Message to carrier link to see the message sent to that carrier
Screenshot 2025-08-19 at 9.48.13 PM.png

 

To send, tap the "Send >" button in the lower right corner and tap Send within the confirmation warning

Screenshot 2025-08-19 at 9.57.58 PM.png

 

 

 

 

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