This will bring you to your agent homepage.
The agent homepage displays a card for each client you’ve created. Click on a client’s card to open their homepage or click on the ‘+’ icon to create a new client.
To access your profile, click on the triangle to the right of your user name and then click on the Profile option.
From the client homepage, you can access information about the company, create additional proposals, create enrollment campaigns, and generate Agent of Record letters .
Navigation within Benefitter is based on layers. To leave any layer, click on the X on the upper-right. If you are within a proposal, enrollment, census, or AOR, this will bring you back to the client homepage.
From the client homepage, click on the X on the upper right to return to the agent homepage.
Next: Where to go from here