How it works: 

Login to access your agent dashboard 

From your dashboard, access the “Carriers” page

This section allows you to update the states you are licensed in and edit the carriers that you are appointed with. Click "Edit your appointments".

*Note: Applications processed with carriers that are left unchecked will be processed as a referral application when the referral setting is set to “On”.


Once you have updated your appointments, click "Done" on the upper-right to save. Now you are ready to quote, where you can also filter available plans by carrier based off of your appointments!

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