Uploading quotes

For a video walkthrough, please view this YouTube video: https://youtu.be/aRL6hMSM_mA

To upload quotes for an Employer Group, select the RFP & Uploads tab in the left navigation, then the Quote Uploads tab at the top. You will see any previously uploaded quotes here.

In this view, click the teal "Upload Quotes" button (on the right), which will display a popup (see 2nd image), where you can submit quote/plan documents to upload.

Either drag and drop the documents from your computer or click to search and upload. 

Once your quotes process, they will indicate "Done" if successfully processed, "Error" if the file failed to upload or a yellow triangular "Warning" that has additional details regarding the uploaded file. If you receive an error with a pop-up box, please answer and submit the questions, which will open a support ticket and allow our Quote Team to start investigating the document issues. Please do not delete the uploaded document as that removes it from our team's view and prevents investigation.