After logging 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
Last Quote: Go to the last quote you made changes in
Quotes: View & manage your entire quote history
Product Availability: View the live, up-to-date status of your favorite carrier's rate availability
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.

Use the timeline at the top of any quote to move through the 4 step process. Click on the <Back button to return to the previous page or click on the Next> button to move forward in your quote.


For more information on Quoting or Enrollment click the buttons below!

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