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*********** Enter your Enter your password Click here to Sign In.

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Presentation on theme: "*********** Enter your Enter your password Click here to Sign In."— Presentation transcript:

1 your-email@yahoo.com *********** Enter your email Enter your password Click here to Sign In

2 Click here if your need View Individuals & Family Information Click here if your need View or Edit Your Information Click here to Logout

3 My Account Click here to Edit Your Contact Information Enter Your Company Information Enter Your Account Information Click here to Save Company Information Click here to Save Your Account Information Click here to Change Login Password Enter Old Password Enter New Password Enter Confirm New Password Click here to Save Information Click here to Cancel *********** *********** *********** Click here to Manager Sub- Agent 9999999 999-99-9999

4 Create Sub - Agent Click here to Add new Sub-Agent Enter Sub Agent’s email Enter Password your-sub-agent@yahoo.com **************** Enter link of Banner Choose Status for Sub-Agent First Name Enter Contact First Name Enter Zip code 92843 Enter Mobile Phone 999-999-9999 Enter Company Information into textboxes Enter Website Information into textboxes Click here to Create Sub - Agent Click here to Cancel websitename.com

5 Manager Sub - Agent Click here to Change Information of Sub - Agent Enter Sub Agent email Enter Password Click here to change Sub Agent Status Enter Contact First Name Enter Zip code *********** Enter Mobile Phone Enter Company Information into textboxes Enter Website Information into textboxes Click here to Save Information Click here to Cancel Click here to Delete Check here to choose Sub - Agent Click here to International Health & Medical Insurance

6 My Account Check here to International Health & Medical Insurance company(ies) Click here to Save Click here to Insurance Carrier ID’s Enter Broker ID’s for Insurance Type into textboxes Click here to Select State Click here to Save Information Click here to Cancel Check here to Online Application Links Enter Online Application Links for Insurance Types into textboxes Click here to Save Information Click here to Cancel

7 Individuals and Families Click here to Individuals and Families Click here to List View Click here to Icon View Click here to Get Quick Quote Click here to Create Proposal Click here to View and manager Clients Click here to get Rates Click here to View Form and Applications Click here to View Summary

8 CARRIER FORMS & DOCUMENTS Click here to select State Click here to view website of companies Click here to view and down Form & Application Click here to download forms or application Click here Open file Click here Save file Click here Cancel

9 Manager Your Clients Click here to check all clients list Click here to Clear all clients list Click here to Export Clients list Click here to view last page Click here to view next page Click here to view previous page Click here to view First page Click here to select number clients Click here to select one Click here to view Application’s clients Click here to view Proposal’s clients Enter text into here Click here to select Type Click here to select Status Click here to Search pham Check here to select client(s) Click here to Delete Click here to print label Click here to Select Label size Click here to Next step Check here to select address field Click here to Print label Check here to Open file Check here to Save file Check here to cancel Click here to Create New Client Pham L. John 01/01/195652 92843 Click here to input information for Business John Pham Click here to Create New Client Click here to Cancel

10 Edit Client’s Information Click here to select Client Enter information into textboxes 310-973-4961 310-973-4962 Click here to view Business information 14609 DAPNE AVE GARDENA 92843 Enter information into textboxes Click here to View Family Information Click here to edit person’s information Click here to add new family member Click here to delete family member Click here to view Plan selections Enter information into textboxes Click here to print Label Click here to view Printable Version Click here to download customer detail in PDF format Click here to save Information Click here to Cancel

11 Other Information Click here to create Proposal 92843 John L. Pham999-99-999952 Enter information into textboxes Click here to Show Plan Click here to select Client Click here to create a Proposal with Plans and Rates Click here to create a proposal with benefit highlights Click here to create Proposal Click here to Go back Click here to print Proposal Click here to view PDF file Click here to send email

12 Other Information Click here to get Quick Quote Click here to view Summary Click here to Get Rates Click here to select Insurance Type 92843 Enter zip code Click here to select Company Click here to view rates Click here to select Ages Click here to select Plans


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