Once you log in to your account, you are taken to your dashboard. From here you can navigate to each page within the platform.
Navigating Your Dashboard
New Quote: Click here to start a new quote
Most Recent Quote: Go to the last quote you made changes in
Quotes: 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
1. Click the menu button in the top left corner of the webpage from anywhere on the platform.
2. After selecting the menu button, your sidebar panel will appear with the same page options as your dashboard.