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Welcome to Direct 2.0

Welcome to Direct 2.0

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Step 6 After you click on the product you are then redirected to select the plan.

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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

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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

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Step 12 You are now ready to submit your application. First click ‘Next’ then the same button will change to ‘Submit Application’

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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

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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.

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Our New 2.0 External Link Is Here!

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Finishing Touches

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Client Self-Enrollment

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Client Self- Enrollment Cont’d

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