LAST UPDATED: 9/15/23
Quick Start Menu
Insureio has a Quick Start menu, with easy one-click access to frequent tasks. You can use these options to run a new quote, create a task, take a screenshot, and more. It’s located in the top-right of your screen – click on the lightning bolt icon to display these options.
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Jump to a section:
New Quote / App Ticket
New Contact
New Task
New Marketing Campaign
New Report
Save Page Snapshot
New Quote / App Ticket
The New Quote / App Ticket option will take you straight into the Basic Info screen of the quote path for a new term/UL quote, with options at the bottom of the screen to skip straight to quotes after you’ve filled in the minimum information required.
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New Contact
The New Contact option will take you to the Contacts Management screen, where you can search for a contact or click the Add Contacts button to create a new contact.
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3. New Task
The New Task option will launch a modal window that lets you create a new task.
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4. New Marketing Campaign
The New Marketing Campaign option will take you to the Marketing Campaigns screen, where you can click the New Campaign button.
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5. New Report
The New Report option will take you to the Reporting screen, where you can click the New Report button.
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6. Save Page Snapshot
The Save Page Snapshot option will take a screenshot of the page you are on and save it in your browser’s Downloads folder. For example, if you are using Chrome, you’ll see the download notification as well as a highlighted downloads icon. NOTE: Click here to see Insureio's supported browsers.
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The download notification will vanish, but if you miss it, check your downloads folder. You can rename and move the file as you see fit.
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