Create a new proposal for an existing Employer

To create a new proposal for an existing Employer, start by selecting Employers from the Navigation Menu.

Then from Employer Listings, find the Employer in question and select the Proposal icon under the Action menu. 

This will take you to the Proposals page for this specific Employer and you can see any and all prior proposals for them. At this point, select Initiate Proposal. 

There are 6 steps to start a new proposal for an existing Employer. Select the links below to learn each step in the proposal process.

1. Employer Basics
2. Employee Demographics
3. Proposal Configuration
4. Employee Coverage Lines
5. Products
6. Generate Proposal

Employer Basics

Employer Info allows you to review and update the Employer for the current year's proposal. Make any necessary changes, if they have occurred since the last time you created a proposal

Other information, such as contact name, email address and current coverage information are not required, but can be added for note purposes.

You also can assign appropriate Brokers' from your Agency to this Employer under Broker Setup as well as any relevant Tags and Notes.

Employee Demographics

Employee Demographics lists all Employees and dependents associated with this Employer in FormFire FES. This page defaults to showing Employees only. To view any dependents, select the Family button. 

Take a moment to review the Employees and dependents. If you need to add any new Employees or dependents, do so at this time.

For more information, view our articles titled Adding Employees though a census in FormFire FES and Adding Employees manually in FormFire FES. To continue to the next step, select Save & Continue. 

Proposal Configuration

Proposal Configuration allows you to set up the current proposal.

This includes:

• The name of this proposal
• This year's Effective Date (you can choose an Effective Date already associated or choose a new one)
• Next year's Renewal Date
• Coverage Lines available in this proposal

To continue to the next step, select Save & Continue. 

Employee Coverage Lines

Based on the coverage lines selected under Proposal Configuration, you can assign them accordingly to the Employees and their dependents here on Employee Coverage Lines. 

If all Employees and their dependents are taking a coverage line, check the box by the coverage line name. However, if some are not are taking a coverage line, only check the boxes for those that will take the coverage.

To continue to the next step, select Save & Continue. 

Products

Based on the information that you entered in the past 4 pages (location of the Employer, Effective Date, etc), the Products page generates all Carrier products that are available for the Employer.  

You can:

• Filter Products
• Add and view Favorite products
• Compare up to 4 products at a time
• Select products for the current proposal 

For more information, view our article titled Navigating Products in FormFire FES. To continue to the next step, select Save & Continue. 

Generate Proposal

Generate Proposal is really your private Product library for the Employer. All products that you’ve assigned to this Employer's proposal appear here. You can:

• Remove plans from the proposal
• Download the completed proposal
• Or export all the data into a preloaded census template for the Carrier

For more information, view our articles titled Download a proposal in FormFire FES and Generate censuses in FormFire FES.