Hi Jordan, let’s get you set up.

Four quick steps, about two minutes. Skip any of them and finish later from Settings.

1. 1Where you’re licensed
2. 2Bring in your leads
3. 3Run your first quote
4. 4Set your weekly goal

Where are you licensed?

Pick every state you can sell in. Quotes will only use these states.

Bring in your leads

Upload the list you already have, or start with one person.

Run your first quote

A few basics about the client. Try it with someone real or made up.

Set your weekly goal

The premium you want to write each week. Your dashboard tracks your pace against it.

You’re all set, Jordan.

Next, a quick tour of your dashboard so you know where everything lives.