Note: Before sending quotes, please make sure you are signed into your agent account. 

After you put in the appropriate quoting information, the plan results will populate below and you have a few options when sending these plans to your clients.

To share the whole list of plans from the main quoting page: 

Click “Share” in the top right corner of the page. 

After clicking on the “Share” button, this window will pop up:

From here, enter the client’s email as well as any custom messaging you would like to include in the message that they receive. 

Note: Under the ‘Link’ section, you can click “Copy link to clipboard”, and paste the link into an email from your own email provider if you would like to customize the message further.  

To share a comparison of plans:

You can scroll down to the ‘Plan Results’ section and select up to 5 plans to compare. The “Compare” checkbox is on the bottom left of each plan. 

Once you select the plans you want to compare, you will click “Compare plans” in the bottom right corner:

Once you click this button, a comparison view will show up and you can click “Share” in the top right of the page:

After clicking “Share”, a window will pop up where you can enter the client’s email address, customize the message, or copy and paste the link into your own email. 


To share a specific plan with a client:

When you find a specific plan you would like to send to your client, you can click on “Plan Details”

Once you click on this, it will take you to a screen with the summary of the plan where you can click on “Share” in the top right:

After clicking “Share”, a window will pop up where you can enter the client’s email address, customize the message, or copy and paste the link into your own email. 

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