The navigation has been simplified to help you quote and bind policies with ease.
![]() | 1. MeThis contains access to manage your settings for the business and your personal settings. 2. DashboardThe dashboard will show your latest 10 policies and your latest 10 quotes. 3. QuotesLists all your quotes and allows you to search by a range of parameters and filter by dates. 4. PoliciesLists all your policies and allows you to search by a range of parameters and filter by dates. 5. RenewalsAllows you to manage your up and coming renewals. 6. ProductsLists all the products you have access to on the platform. 7. ClaimsHow to help direct customers when it's time to make a claim. 8. Create a quoteThe shortcut menu to create a quote for each product. |