Lucie gives every agent their own personalized quoting link, so clients can quote and enroll in plans on their own time with your NPN attached. Any client who enrolls through your link is automatically tied to you as their agent, so there's no extra step needed to make sure you get credit for the enrollment.
Here's how to send your link.
Step 1: Find your link
From the drop-down under your name in the top right corner, you'll see the Copy Quoting Link button right below your name.
Step 2: Copy and share it
Click to copy your personalized quoting link, then share it with your clients by email, text, or on your own website. When they use it, they'll be quoting and enrolling plans under your NPN.
Note: Your consumer-facing quoting link is tied to your NPN, and only your contact information will be displayed. We always want to redirect your clients back to you if they have any additional questions.
Step 3: Create more custom links
Navigate to the left-hand side under Private Exchanges, then Individual Private Exchanges. From here, you can create all kinds of customizable quoting and enrollment links under your NPN.
Select specific products, like just dental or just HealthCare.gov plans. Personalize the link with a logo if you're working with a small employer group.
You can also send links that are just for quoting, not full enrollment. Create as many as you like!
Need a hand? If you hit a hurdle along the way, we're here to help — just submit a ticket here.