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 ).
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