Published: 05/22/2025
Once you’ve utilized the INSXCloud platform to enroll a client in Marketplace coverage, the process of adding a new line of coverage – such as dental, accident or vision insurance – for the client is straightforward.
The INSXCloud platform allows you to quote and complete additional applications without having to re-enter and re-qualify an existing client’s information. The platform will auto populate much of your client’s personal information from the completed Marketplace or ancillary application – including their name, date of birth, address, phone number, email and gender for each member of the first policy submitted on the platform.
Navigate to the “Quoting and Enrollments” tab on the left-hand side of your INSXCloud account and then go to “Policies.” You can search at the top for a specific policy or scroll to find it. Select “View” and you will see all the relevant policy information.
At the bottom of your client’s policy page you can select “Quote Now” to begin a new quote. When the quoting page loads, you can quote additional coverage, add the new plan(s) to the cart, and when you proceed to begin the application, your client’s information will be pulled over and pre-populated. This feature will save both your clients and you time, while making it simple to expand your book of business and get your client’s the coverage they need.
Please note that to protect the security of the client’s information, not all of the client’s information will be auto populated. It’s important for you to review the client information that’s auto populated.
If you’re having any issues adding new coverage for your customer, you can submit a support ticket on INSXCloud.
