Client Manager - TutorialsDiscover how the Client Manager can help you. Watch a few of our quick tutorials to get up to speed with how to navigate the application.
Create New Client and Upload Lists
Add new clients or upload client and lead lists to Client Manager. Store client’s name, address, date of birth, contact information and current plan details. Quickly generate a quote and save quote history.
Search and Create Client Segments
Use easy filtering process to create targeted client lists by a number of demographics and current plan details.
Save time by quoting multiple clients at once! Client Manager will determine their lowest premium options from your selected group of carriers. Compare clients’ current premium to new quote results. Export and save.
Full Tutorial Client Manager
See everything Client Manager has to offer! Learn how to access the client dashboard page, create new client profiles and upload client lists, search, filter and create client segments and run multiple quotes for clients at once.