This step is where you add all the documents that need to go out with your RFP. Any files pulled in from your in-force plans will already appear here and come pre-tagged based on their benefit type. You can also drag and drop new files from your computer or choose any documents stored in the employer’s document library.
Tags matter because they control which carriers receive which documents. If your RFP includes multiple benefit types—Medical, Dental, Vision, Life, Disability, etc.—the tags ensure each carrier only receives the files relevant to the products they quote.
In short: upload what you need, tag each file correctly, and PlanSight handles the delivery so every carrier gets the right information.
Watch this short video to see how uploading and tagging works.
Questions this article answers
• How do I add documents to my RFP?
• Can I drag and drop files into the RFP?
• What are document tags and why do they matter?
• How do I make sure each carrier only gets the right documents?
• Where do I upload census or plan documents for an RFP?
• My in-force plan documents are already showing up -- where did those come from?
• How do I tag a document for a specific benefit type like dental or vision?
• Can I pull documents from the employer's document library into the RFP?
• What happens if I don't tag a document correctly?
• If my RFP covers medical and dental, how does Plansight know which files go to which carrier?
• How do I attach supporting files when sending out an RFP?
• Can I upload multiple documents at once?