Basic Navigation

Welcome to Insureio! This article will show you how to navigate using the main menu and the top menu bar.

Main Menu

Your main menu is on the left-hand side of the screen:

Basic Navigation: Main Menu

You can collapse or expand this menu using the icon on top of the menu. Click to expand, and click again to contract. When expanded, you'll see the icon and name for each main menu option. When contracted, you’ll only see the icons.

Basic Navigation: How to Collapse and Expand the Main Menu

To navigate to the different sections of Insureio, click the name or icon of the section you want to visit.

NOTE: You may see fewer main menu selections than are shown here depending on your subscription level.

Top Bar

Along the top of your screen, you'll see notifications about your activities and your login information:

Basic Navigation: Top Menu

Quick Start Menu

In this menu, you'll find the most common actions most users take within Insureio. For example, if you want to create a new marketing campaign, you can do so from the Quick Start menu instead of using the left-hand navigation to select Marketing / Marketing Campaigns / New Campaign. Nifty! Click here for a complete walk-through of the Quick Start menu, including the screenshot function.

Basic Navigation: How to Collapse and Expand the Main Menu


As Insureio completes system tasks, you may see temporary text notifications at the top of your screen. If you want to view a notification, click the bell icon. Click the bell icon again to hide your notifications. Green notifications indicate success, and red notifications mean a task could not be completed.

Basic Navigation: Top Menu Notifications Expanded


Click the left-hand main menu question mark icon to bring up Insureio's help menu. You can also always call 1-866-795-4244 for help.

Basic Navigation: Top Menu Help


Use the search bar at the top of your screen to search for a name - Insureio will pull up a list of matches, whether it's a client, recruit, or agent.

Basic Navigation: Top Menu Search

Insureio will bring up a list of matches as soon as you start typing. Continue typing to narrow those results. Click on any contact name to be taken to their profile.

Basic Navigation: Top Menu Search Autofill

Login Information + Log Out

Click your profile photo to display additional options, including log out and the option to jump to the My Account section.

Basic Navigation: Top Bar Login Menu
  • NOTE: You can upload a profile photo in the "My Account" section - click here for more information on Account Set-Up.
  • NOTE: Hover over the gray box containing your Insureio ID to see your Agent ID (full numeric ID). If you're planning to use the Lead Import feature and post leads to your direct account, you'll need this number.
    Basic Navigation: Top Bar Login Menu

Agency-Level Features

Impersonation allows agency managers to use Insureio as one of their agency's users - helpful for training!