Before sending quotes, PLEASE MAKE SURE you are signed into your agent account or using your custom agent branded link, available under the marketing tab. You can share from the plan list view, the plan comparison view and the plan details view. There are 3 ways you can share these views with your clients directly: email, copy link, or print. You’ll see these 3 buttons at the top of the page:


Email: You can send an email with a link to the current page you’re viewing
Link: Copy and paste the link - share via email, chat, text, etc.
Print: Print a copy of the pageview

Did this answer your question?