Guide, 2 min, with video

Quote a renewal PDF

The fastest path: the carrier's renewal letter in, a multi-carrier proposal out.

1. Step 1

   Open the Quote tab

   Tap Browse Files to pick the renewal from Files, iCloud Drive or a folder you saved it to from Mail.

   

2. Step 2

   Choose the carrier's renewal PDF

   Use the letter the carrier sent, with the plan and employee rate pages included. A scan or a photo of a page will not read.

   

3. Step 3

   Let Bridge read it

   Group, plans, census and premiums come off the letter, then every option is priced. Most renewals take a minute or two.

   

4. Step 4

   Review the options

   The renewal sits at the top as the baseline, and every option is ranked against it on total monthly premium.