Introduction: Welcome to your guide on navigating the Plansight dashboard. This resource is designed to help you understand and effectively utilize the features of our dashboard.

Understanding the Dashboard Layout:

Top of the Page - Recently Accessed RFPs: Quick Access to Your Work

• At the top of the dashboard, you'll find the RFPs you've most recently accessed, allowing for quick re-entry into your ongoing projects.

Below your recently accessed RFPs, you will find the 4 tabs that help you stay on top of all your client renewals and marketing activities.

1. Renewal Tab: Track Upcoming Client Renewals
2. • Located as the first tab, the 'Renewal' tab is your central hub for monitoring clients with approaching renewal dates. It also displays RFPs that are active or in progress.
3. Draft RFPs Tab: Manage RFPs in Development
4. • The 'Draft RFPs' tab is where you can find all RFPs currently being built but have yet to be released. This tab provides a clear overview of your RFPs in their development stages.
5. Active RFPs Tab: Overview of Market-Active RFPs
6. • This tab is dedicated to RFPs that are currently live and visible to carriers. It enables you to track real-time quotes, access RFP details, and identify which RFPs involve you directly.
7. Past Due RFPs Tab: Identify Urgent Actions
8. • The 'Past Due RFPs' tab helps point out the RFPs that have surpassed their effective dates without a full election of benefits, helping you focus on areas needing immediate attention.

Customizing Your View:

• Filtering RFPs: Learn how to create custom filters to view RFPs relevant to your role or interests, whether you're tagged in them generally or by specific benefit type.
• Navigating Through Tabs: Each tab is designed for intuitive use. You can easily switch between different RFP stages to comprehensively view your tasks.

In conclusion, this guide is meant to help you familiarize yourself with the various components of the Plansight dashboard. We aim to ensure that you can efficiently manage and track your RFP activities. For any additional assistance, please don't hesitate to reach out to our support team.