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1 Log In Join Insurance Lounge Address Password Log In Forgot password? Welcome to Insurance Lounge Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce aliquet lorem non enim imperdiet id mollis nulla tincidunt. Phasellus ac odio quam. More Shop Insurance Enter your product code OR Select Your Insurance Type Choose one... Shop Now By clicking Shop Now I accept the terms and conditions and privacy policy. Featured Carriers Logos Logos Logos Logos Logos
2 Agent Michelle Allen Log Out My Dashboard Action Items , 5:30pm There are quotes requiring setup. Process all quote setup requests soon , 5:30pm It has been two days since you have updated Keane Isaac s Term Life quote. Post an update soon. My useful links Quotit EZLynx Ebix Setup a New Quote Add quote details The following customers need quote setup (info copied over about the details of their quote). When this section is empty, there are no quotes to be processed. Date Created Customer Name Insurance Type Carrier Pull Info From Actions Most recent processing quotes The following customers need updates posted to their processing quotes Last Updated Customer Name Insurance Date Created Stage Notes Actions Keane Isaac Term Life App submitted We received your application Details Post Update and sent it to the insurance Keane Isaac Term Life App submitted We received your application Details Post Update and sent it to the insurance Keane Isaac Term Life App submitted We received your application Details Post Update and sent it to the insurance Keane Isaac Term Life App submitted We received your application Details Post Update and sent it to the insurance Keane Isaac Term Life App submitted We received your application Details Post Update and sent it to the insurance... VIEW ALL >
3 Michael Smith Log Out My Dashboard > Quote Center > Quote Details Add Quote Details Customer Details NAME Keane Isaac English ADDRESS 555 Main Street, Seattle, WA HOME PHONE CELL PHONE Quote Setup Insurance Type Term Life Link to Quote PDF Text to Include DATE OF BIRTH May 24, ADDRESS RECEIVING UPDATES Yes Post Quote Details or Cancel >
4 Michael Smith Log Out My Dashboard > Quote Center > Quote Details Setup a New Quote Select a Customer Select an Insurance Type Allen, Barry Alexander, Cindy Bozo, Alan Enter your product code OR Select Your Insurance Type Choose one... Shop Now
5 Michael Smith Log Out My Dashboard > Quote Center > Keane Isaac English < Back to previous Keane Isaac English, Quote Detail Term Life Policy Policy information entered during quote setup. Life New York Life DETAILS > Policy Details: Text included with quote setup: This is a quote for term life. Hoping it works out. Quote Progress 1/23/12 - application to agent Application submitted to insurance company by Insurance Lounge Agent 1/22/12 - Fill out application PDF received from customer 1/21/12 - Get a Quote Request for quote completed Steps in Quote Process - Get a quote - Fill out an application (PDF or web form) - application to agent - Agent submits to insurance company, physical required or not - Medical people get in touch - Policy issued Post Update What stage is this quote at now? Choose one... Add a note Post Update or Cancel >
6 Michael Smith Log Out My Dashboard > Customer Center Customer Center Search Go Customer Name Date Created Last Contact Date Actions
7 Michael Smith Log Out My Dashboard > Customer Center Keane Isaac English Contact Details Pending Quotes NAME Keane Isaac English ADDRESS 555 Main Street, Seattle, WA Pacific Source VIEW & EDIT > HOME PHONE CELL PHONE DATE OF BIRTH May 24, ADDRESS RECEIVING UPDATES Yes Pacific Source VIEW & EDIT > Customer Policies Pacific Source VIEW & EDIT >
8 Agent Michelle Allen Log Out My Dashboard > Policy Center Insurance Lounge Policies Customer Name Insurance Date Created Actions
9 Agent Michelle Allen Log Out My Dashboard > Policy Center < Back to previous Keane Isaac English, Policy Pacific Source Quote history and original quote informaiton is surfaced on the agent s policy detail view. Agent can also edits provider link or cancel policy if necessary. Provider Information To edit provider information post updates below and save. Provider site Save Quote History for this Policy 1/23/12 - application to agent Application submitted to insurance company by Insurance Lounge Agent 1/22/12 - Fill out application PDF received from customer 1/21/12 - Get a Quote Request for quote completed Original policy details For reference only, may be outdated DETAILS > Term Life Policy Has the customer dropped this policy? Cancel Policy > Policy Details: Text included with quote setup: This is a quote for term life. Hoping it works out. < Back to previous
10 Agent Michelle Allen Log Out My Dashboard > My Account Agent Account First Name Last Name Address Save Changes
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