Once an RFP has been sent, you may realize you need to include additional carrier reps.
Plansight lets you update the distribution list without resending the RFP to people who already received it. From the RFP Wizard, you can add or remove reps on the distribution page. When you continue, the action changes from sending to save and republish.
Republishing does not resend the RFP to the original recipients. Plansight references the original send list and only sends the RFP to the newly added reps. Anyone who was already included is automatically ignored.
This makes it easy to add someone you missed or expand the distribution without creating confusion or duplicate emails.
Questions this article answers • How do I add a carrier rep after I already sent the RFP? • Can I resend an RFP without duplicating emails to carriers who already got it? • What does "republish" mean for an RFP? • How do I update my RFP distribution list after sending? • Will original recipients get the RFP again if I republish? • I forgot to include a carrier -- can I add them without resending to everyone? • How do I remove a rep from the RFP distribution list? • What's the difference between sending and republishing an RFP? • Can I expand my carrier list after the RFP has gone out? • Where do I go to add new reps to an already-sent RFP?