{"id":169,"date":"2018-07-27T15:12:07","date_gmt":"2018-07-27T15:12:07","guid":{"rendered":"https:\/\/www.flexiblebenefit.com\/support\/metlife\/?post_type=ht_kb&#038;p=169"},"modified":"2022-10-20T19:34:35","modified_gmt":"2022-10-20T19:34:35","slug":"generate-proposal","status":"publish","type":"ht_kb","link":"https:\/\/www.bentegro.com\/support\/kb\/index.php\/knowledge-base\/generate-proposal\/","title":{"rendered":"Generate Proposal"},"content":{"rendered":"<p>The <strong>Export Proposal<\/strong> button on the <strong>Plan Information<\/strong> screen allows you to generate editable Excel proposals after you select your plans.<\/p>\n<p>\u00a0<\/p>\n<p>Proposals will include the plans you&#8217;ve selected, and have your agency and employer information included.<\/p>\n    \t\t<div class=\"hts-messages hts-messages--info  hts-messages--withtitle hts-messages--withicon \"   >\r\n    \t\t\t<span class=\"hts-messages__title\">Tip<\/span>    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tYou can dynamically create proposals at any time before the <b>Employer Cost Analysis <\/b>screen by changing your plan selection on the <strong>Plan Information<\/strong> page!    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n<p>You are able to select or quote as many plans as you see on the plan information screen. Each product: Health, Dental, etc. will export on a separate tab in your exported Excel proposal. You can customize, add logos, and highlight certain plan features.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-841\" src=\"https:\/\/www.flexiblebenefit.com\/support\/kb\/wp-content\/uploads\/2018\/07\/Proposal-Export-2.png\" alt=\"\" width=\"1133\" height=\"1078\" \/><\/p>\n<p>\u00a0<\/p>\n<p>Your proposal export will have a &#8220;<strong>New Business Census<\/strong>&#8221; tab which breaks down the cost for each employee, for all plans. This census, along with the rates, are dynamic and will update as you go through anticipated enrollment.<\/p>\n<p>There is also a\u00a0<strong>Disclosures<\/strong> tab included. We recommend you delete this tab before sending to your client. This information is provided to help the broker understand certain carrier restrictions.<\/p>\n<p><strong>Please note<\/strong>: Do not continue past <strong>anticipated enrollment<\/strong> if you plan on re-running a proposal. Your proposal pricing will update to reflect the anticipated enrollment when you continue past this screen. This is in order for you to provide a more updated proposal. If you are past the anticipated enrollment screen, and would like to re-run a proposal , please contact our support team.<\/p>\n<p>\u00a0<\/p>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Export Proposal button on the Plan Information screen allows you to generate editable Excel proposals after you select your plans. \u00a0 Proposals will include the plans you&#8217;ve selected, and have your agency and employer information included. You are able to select or quote as many plans as you see&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[4],"ht-kb-tag":[],"class_list":["post-169","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-quoting-and-proposals"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Generate Proposal - Benefits Platform Support Page<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bentegro.com\/support\/kb\/index.php\/knowledge-base\/generate-proposal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Generate Proposal - Benefits Platform Support Page\" \/>\n<meta property=\"og:description\" content=\"The Export Proposal button on the Plan Information screen allows you to generate editable Excel proposals after you select your plans. \u00a0 Proposals will include the plans you&#8217;ve selected, and have your agency and employer information included. 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