Generating Proposals
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      Confirm a proposal

      Confirm a proposal When your client is ready to proceed, confirm the proposal to begin enrolling the group. Once your client has had a chance to review your proposal whether you sent an e-proposal, emailed a PDF, or printed it out, you as the broker

      Step 1: Scroll down to find your client. Note the effective Date & Time left. Then click on "Build & Confirm Proposal":

      find_customer

      Step 2: On the page that appears, on the left-hand side, click on "Build & Confirm Proposal" once more. Then, select the proposal you wish to confirm:

      pick_proposalto_confirm

      Step 3: Choose the plan that the client selected.

      choose_client_selected_plan-1

      Step 4: Click on "Confirm Proposal" at the bottom of the page and then again on the pop-up window that appears. 

      confirm_proposal

      Last updated 5/1/2020

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