4.07 Selections (Top) Panel – After Plan Selection

Last updated on May 11, 2026
  1. Once one or more plans are selected, the Selections (Top) Panel updates to show the number of selected plans and their details.
    1. Note: The plans are added to the Selections Panel in the order they are selected.
  2. The tab shows “Needs Action,” and a banner message appears when no plans are selected for the chosen carriers.
    2. The tab displays “Needs Action,” and a banner message appears when selected plans do not cover all the employees being quoted.
    3. Multiple messages can be shown on the banner.
    4. The “Needs Action” text and banner are removed when selecting plans that cover all the quoted employees for each carrier.
  3. The chosen plans can be grouped by carrier.
  4. The plans can be reordered by entering the desired row number and tabbing out of the field.
    1. Original Order
    2. Enter Number
    3. Plan Moved
      1. There is no confirmation displayed. Upon tabbing the plan is moved.
  5. You can delete plans by selecting the checkbox next to each one and then clicking the “Delete” button.
  6. To delete all plans at once, select the checkbox below the “Delete” button and then click the “Delete” button.
    1. There is no confirmation displayed. Once delete is selected, the plan is removed.