How to enroll from a proposal
How an agent can enroll on their client's behalf from the agent facing proposal.
The first step is to run a proposal.
Either with a quick quote from the home page:
More information found here.
Or run a quote from the client's contact page.
Once you get to the "Select Plans" page, just add the plan your client wants.
If it says "remove" on the button, that means it is in the cart.
The cart will be on the right-hand side.
And in the bottom right corner there will be a Blue "enroll" button.
Just click that to start the enrollment on your side on behalf of the client!
If you have any additional questions you can reach Customer Service Monday-Friday 6am PST-5pm PST at 866-478-6848 option 1.