How it works: 


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: If you have your referral setting turned on, applications processed with carriers that are left unchecked will be processed as a referral application.


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!

Did this answer your question?