How To Submit An RFP
How to Submit an RFP (BrokersBloc RFP Challenge)
Follow these quick steps to submit an RFP and track it through carriers to your returned quote.
Open your welcome email
Click “Update your password.” You’ll be taken to a page hosted on Render — that’s expected.
Note: Render is our hosting platform. It’s normal that this isn’t the main BrokersBloc domain.Create your password
Enter a new password (a manager like LastPass works great). After saving, you’ll be redirected to the BrokersBloc Quote Tracker Dashboard.
Log in
Use your email and the new password you just set to access your dashboard.
Start a new RFP
If this is your first time, you may see “No RFPs found.” Click Submit New RFP to open the submission form.
Complete the form
- Email: Your account email
- Password: The password you just created (if the form asks)
- Group Name (e.g., “Ray-Ban”)
- # of Lives (e.g., 30)
- Effective/Start Date (e.g., 11/1/2025)
- SIC Code (if available)
- Attachments: Upload your census (required) and any renewal/claims docs (optional). Multiple files allowed.
Submit
Click Submit on the form. Your files will upload and your RFP will be created.
If you see an Airtable error
If a message like “Airtable refused to connect” appears, that’s okay.
Quick fix: Use the top navigation to go back to Quote Tracker → Dashboard and refresh.Track your RFP in real time
You’ll see your new record with the group name, submission time, and a 24‑hour target countdown.
Census Received
Engaging Carriers
Preparing Quote
Quote ReturnedWatch your email notifications
We’ll email you confirmations and status updates as your RFP moves through each stage.
Come back anytime
Return to the Quote Tracker Dashboard to check progress or submit more RFPs.
- Name files clearly (e.g.,
Acme_Census_2025-11-01.xlsx). - If something looks off, refresh the dashboard first.
- Keep census and renewal docs in separate files for quicker processing.