1. Click on your profile image in the top right-hand corner of the webpage

2. Select "Your Information"

3. Click on "Edit Brokerage"

4. At this step, you can upload your logo, change your color scheme and dashboard buttons, change the order in which Medical Plans are sorted for proposals.


5. Also, at this step, you can select "Customize Proposal" to make changes to your output

6. Build your custom proposal using our drag and drop feature selecting the specific benefit highlights you want. After making your edits, be sure to click "Save" at the bottom of the page then "update brokerage"

6. Your customized proposal can be found in step 4 of the quoting process.

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