Running Your First Quote
Watch the full walkthrough below, or skim the steps if you just need a refresher.
1
Open the Quotes tab
From your dashboard, click Quotes in the left-hand menu, then hit the blue New Quote button in the top right.
2
Enter your client's basics
Fill in ZIP code, date of birth, and effective date. The ZIP drives which plans show up, so double-check it.
3
Compare and share
Sort the plan list by premium or star rating, check up to three plans, and click Compare. Use Share to text or email the comparison straight to your client.
Common problems
- No plans showing up? The ZIP code is usually the culprit — confirm it matches the client's county.
- Effective date grayed out? Outside of AEP/OEP, only certain effective dates are valid for the enrollment period you picked.