Navigating Your Dashboard

Once you log in to your account, you are taken to your dashboard. From here you can navigate to each page within the platform.

New Quote: Click here to start a new quote
Most Recent Quote: Go to the last quote you made changes in
Quotes: Where you can view & manage your entire quote history
Products: View your list of carriers, their products, and select your favorite plans
Enrollment: View & manage your group's enrollment - Not available for Basic Accounts
Groups: View & manage your client groups and their quotes

Sidebar Menu

1. Click the menu button in the top left corner of the web-page from anywhere on the platform.

2. After selecting the menu button, your sidebar panel will appear with the same page options as your dashboard.

  

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