How it works:

Login to access your agent dashboard

Click “Quote” in the upper right corner. 

Input client’s zip code, age, and household information. Their eligibility, subsidy, and cost sharing reduction will show up on the right. 

Note: *Plan results will populate after all client information is entered*

Plan results can be filtered by price, usage, carrier, metal level, network type, and coverage type (health only / health & dental)

From the plan results page, you can save your quote as a lead to come back to later, email the list of available plans to your client, compare plans and share, or proceed to the application portion to enroll your client. 

To create a lead from quote, click “Save”, enter the client's basic info, and they will save in your "Leads" tab. 

To email Link to client, click the "Send to client" link in the upper right. 

To compare up to 5 plans, click "Compare" on the bottom of each plan. Click "Share" on the upper right to send the side-by-side comparison to your client. 

You can begin the enrollment directly from the quoting tool by clicking "Enroll now". 

Clients currently in the quoting process can be found in the “Leads” tab of your dashboard.

Clients who have enrolled in plans will be shown in the “Clients” tab of your dashboard.

 

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