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: Takes you 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 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

  

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