Account Setup
Getting started, NPN, and profile settings
- Register my agent or account manager profile
- How do I update my broker information
- How to reset my broker password
Generating Proposals
Creating leads, browsing and selecting products, generating and sharing proposals
- [Video Tutorial] How to build and confirm a client proposal
- Add a new lead or client.
- Add products to a client proposal
- Confirm a proposal
- How to create more than one proposal for a client
Client Enrollments
Learn more about how to process your enrollments completely digitally
- [Video Tutorial] How to enroll a group
- How to enroll a group
- Invite employer to manage their own enrollment
- How to do a XLS census batch enrollment
- Submit client enrollment package