Welcome to Direct 2.0
Guide to Your New Enrollment Platform
Step 1
Log into producer.manhattanlife.com
Step 2 From your Dashboard, click on ‘Launch ManhattanDirect 2.0’ in the area toward the top of the page
Step 3
To start your application please click on ‘Get Started’ on the far-right hand side of the page
Step 4 User will enter the Date of Birth (DOB), Gender, Effective Date, Group number (if List Bill) and dependents (if any) of the enrollee before clicking ‘View Products’
Step 5
You are now ready to select your products. Simply click on the product you wish to write
Step 6
After you click on the product you are then redirected to select the plan.
Step 7 Once a plan is selected you can: 1. See the Monthly Premium 2. Change the Plan Effective Date 3. Change the payment schedule (quarterly, semi-annually, annually) 4. View the Brochure under Benefits Description 5. Edit Dependents Once you have completed this you will select ‘Return to Product List’ to add another product or start your application or ‘Remove from Cart’ if you wish to remove the plan and select another one
After selecting ‘Return to Product List’, you are redirected to the product page to select another product Also, you will see your Cart, this gives information about the Product(s) and Plan(s) you have chosen as well as the total premium for you and your client to easily view
Step 8
To add an additional product please follow steps 7-8 If you add another product your cart will automatically update Once you have added all products, you will click ‘Begin Enrollment’; located at the bottom of this page
Step 9
If you need to make a change to the quote itself; you can click on one of the five menu tabs at the top of the page Legend of the Menu: 1. Home — Home Page of Manhattan Direct 2.0 2. Quote — Make Changes to your Current Quote or Start Over 3. Enrollments — View Your Saved Enrollments 4. Settings — Manage Self-Enrollment Links 5. ARC — Agent Resource Center to View Policies, Commissions, Brochures, Applications, etc.
If you are making changes click on Quote, this will take you to the beginning of the current quote you are running for your client, at this point you can ‘View Our Products and Available Plans’ to add more products, ‘Reset Cart’ to remove all the items from your cart, or you can ‘Start New Application’ to start the enrollment process over
Step 10
1 1.
We have added a Send Quote/Save As option, this is located on the top right- hand side of the page after ‘Begin Enrollment’ has been selected This feature will allow you to send the quote directly to your client by email or text as well as save the application. *This feature is available after you have selected products and begun enrollment To use this feature: 1. Click ‘Save As…’ and enter the name for the new saved enrollment 2. Click ‘Send Quote’ and enter the Enrollee full name, Enrollee email, and the Enrollee phone and then click ‘Send’ 3. The green check ensures the quote is saved now if you need to save the application anywhere throughout the process simply hit the ‘Update’ button to save your progress.
3.
2 2.
Now you are ready to fill out the application.
We have simplified our application process, now you will enter the client's information one time and we will distribute this information to the correct application. Each section of the application is named on the Right-Hand Side of the page; as you complete the section the Section Name will turn Green to validate you have completed it. You will then click ‘Validate’ at the bottom of the page to move to the next section If ‘Validate’ takes you back to a specific section that has not been filled out correctly, it will need to be corrected before you can proceed
Step 11
Just a Reminder: While filling out the application questions, you can save your application by simply clicking ‘Update’ under ‘Current Save’ on the right-hand side of the page
Step 12 You are now ready to submit your application. First click ‘Next’ then the same button will change to ‘Submit Application’
Step 13 Now you will see your Cart Details at this point you can download each application and have one more verification of the product(s) your client has applied for. We also verify that the applications were submitted successfully, and the Agent Home button takes you to the beginning of 2.0
Some things to know: 1. Your saved enrollments are listed on Manhattan Direct 2.0 Home Page as well as the date you saved it. 2. As you write business you will see the policies listed under the appropriate section.
Our New 2.0 External Link Is Here!
Log into your Producer Portal /Agent Resource Center (ARC). On your Dashboard, click “ Launch ManhattanDirect 2.0 ”. From the Home Page of ManhattanDirect 2.0, click “ Settings ”. From the Settings page, click on “ Create a Link ”.
NOTE : You can customize the link by using any of the multiple-field options. The only required field is your new link name which is in the “Customize your NEW 2.0 Link :” field. The rest of the fields are available to use at your discretion.
1. You can maintain your individual branding on your Quoting Site by utilizing the “ Logo Image ” or “ Profile Image ” sections. 2. Click on the “ Browse ” button for each respective image and select the file you want to use ( Max size: 25 MB ).
Step 11
Finishing Touches
Once you have completed the set up for your personalized quoting page, click the “ Update Settings ” button. Copy the link and paste it into any browser to view your page. If you are not satisfied, making changes, you need to click “ Update Settings ” to save the new information. Your landing page will look like this: you can simply edit the information. NOTE : After
Client Self-Enrollment
1. To begin enrollment, clients need to click “ Start Your Quote ” > enter their zip code > demographic information and dependent information (if any) > select the product and plan they want, then complete their application(s). 2. After your client completes those steps, you will receive an email advising you that a client has “ Self- Enrolled ”. It is your responsibility to approve (or sign) the application. 3. To approve the application, log into your agent portal, then launch the ManhattanDirect 2.0 site. 4. On the righthand side of the 2.0 landing page, above the section “ Create New Quote ”, you will see how many application(s) need to be approved as well as the “ Review Button .” ( See the image on slide 8 ).
Client Self- Enrollment Cont’d
5. After clicking the “ Review ” button, you are directed to a page with all policies that your clients enrolled into ( See B on slide 8 ). The applications that need approval will have a red exclamation point ( ! )in the Completed column. 6. Click on the “ Load/View ” button, to load the applicant’s completed enrollment information. 7. Next, if you click on the grey “ Agent ” tab on the right ( See C on slide 8 ), this should be the ONLY grey tab, if any other tabs are grey then the enrollment information is NOT complete. 8. Confirm your agent number is correct. Click “ Verify ” to ensure all information is correct. Click the “ Next ” button twice. Click “ Submit Application ”. 9. You will receive a verification email within 15 minutes if the application has been received by the home office. If you do not receive this email, reach out to New Business: (800) 669- 9030.
Visual Aids
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