To access a medical RFP in ThreeFlow, first, you'll need to be signed in. Create an account if this is your first time signing in.
You'll receive an email notification each time a broker invites you to a medical RFP in ThreeFlow. Click the link in the email to access the RFP.
Review client's current medical details
Use the dropdown menu to review this client's current medical coverage plan details. Click Download all to download the census, SBCs, rates, or any other documents the broker included in the RFP.
2. Submit proposal
To submit the proposal in ThreeFlow, click +Upload quote.
