1. Welcome

2. Supplement your commissions with health products from Assurant Health

3. Using your existing BrokerOffice software, you can now offer a wide variety of health products to your new and existing clients

4. Login to your account at www.brokeroffice.com Here’s how it works:

5. Generate a Quick Quote from the left hand side of your home page Here’s how it works:

6. Navigate plan types using tabs within Plan Selector screen. To add a plan choice to the upcoming proposal, click the Add To Cart button next to desired plan choice. Here’s how it works:

7. Add multiple plans to your proposal from multiple product tabs by clicking the Hide Cart tab in gray. Here’s how it works:

8. Within the Fixed Benefit plan tab, there is the ability to bundle the accident, dental and suite solutions options into one plan design via a click of the View hyperlink under the optional benefits column. Here’s how it works:

9. When you are finished adding all the plans you would like into your client’s proposal, click the Next Step button to generate the proposal in Proposal Manager. Here’s how it works:

10. Within proposal manager, name your group (client name) and then drag and drop the plans from within the cart to the plan proposal (Option 1). Once a plan is dropped into the Option section, click the next product’s tab to drag and drop that plan into the same Option 1 proposal. Once all desired plans are in the proposal, click Next Step. Here’s how it works:

11. Enter your contact information and any personal message you would like to include in the body of the email to your prospective client. Click Send Email when complete. Here’s how it works:

12. Your client will receive the following message with the proposal attached. Here’s how it works:

13. When your client clicks to view the proposal from the body of the email, they will have the opportunity to apply for the exact plan quoted by you that was included in the proposal. Here’s how it works:

14. Clicking Apply Now from the proposal takes the consumer to an Apply Online page where your Assurant Health writing agent information is loaded into an Apply Online Now button for the plan summarized on this page. Here’s how it works:

15. Clicking Apply Online Now takes the applicant to the Assurant Health Quote Summary page, completely bypassing all the Assurant Health quoting screens. Note: Your agent information is carried into the Assurant Health pages and sticks with the applicant for the entire application experience. Here’s how it works:

16. Sale Complete!