When you send an RFP, carriers receive a secure link that lets them download the full package and upload their quote directly — no email attachments, no manual retrieval on your end.
How Carriers Receive the RFP
When the RFP is sent, the carrier rep receives an email with a secure download link. To access the package, they request a token, receive it by email, and use it to download the full RFP — including any documents you attached and everything you entered during the RFP build. Nothing is exposed without that token request step.
How Carriers Upload a Quote
The same email includes a quote upload link. The carrier uses that link to drag and drop their quote document and leave a message for you directly. No back-and-forth email thread, no attachment hunting.
Once they submit, you receive a notification and the quote lands in your task list. From there, Plansight AI reads the document, extracts the plan data, and pre-fills your comparison. You confirm the values, assign them to the right options, and move on.
Why the Upload Link Matters
The direct upload link is an advantage for both sides of the transaction.
For you as the broker:
- You don't have to retrieve, open, or manually enter anything from a carrier email
- The AI reads the quote document and fills in your spreadsheet automatically
- You review and confirm rather than re-key data from scratch
For the carrier rep:
- Their quote and comments are injected directly into your presentation the moment they submit
- They aren't relying on you to find their email, open an attachment, and act on it
- Using the link gives them confidence that their quote is in front of you
The result is a cleaner handoff on both ends — carriers know their quotes land where they need to, and you spend your time making decisions rather than managing files.
Common Questions
- What does the carrier actually receive when I send an RFP? They receive an email with a secure link. They request a token, receive it by email, and use it to download the full RFP package — attached documents and all entered details included.
- Can a carrier download the RFP without requesting a token? No — the token step is required. This keeps the download secure and ensures only the intended recipient accesses the package.
- What happens after a carrier uploads their quote? You receive a notification, the quote appears in your task list, and Plansight AI reads the document and pre-fills your comparison. You confirm the data and assign it to the appropriate options.
- Does the carrier's message come through when they upload? Yes — any note the carrier types during upload stays attached to the quote and is visible when you open it from the task list.
- What if a carrier just emails me their quote instead of using the link? You can still enter it manually, but the carrier misses the direct injection into your presentation and you lose the AI pre-fill advantage. Encouraging carriers to use the link saves time for both parties.
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