Agent Desk

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Agent Helper

Intake

Find a customer, complete intake, see plan fit

Find a customer

Contact & address

Name & contact

First Name*

Last Name*

Telephone Number*

Email Address*

Address

Street Address

Street Address Line 2

City

State

ZIP Code

Who Needs Coverage & Health Profiles

Applicant

First Name*

Last Name*

Date of Birth*

Height & Weight

Maternity Coverage?

Dental & Vision?

Tobacco Use?

Do you currently or plan to use a GLP-1 treatment?

Mental Health Coverage?

Surgeries / Hospitalizations past 2 yrs?

Major Health Conditions?

Medications

Health Conditions

Current Insurance Details

Carrier

Plan

Cost

Deductible

Met deductible?

Preferred doctors

Name, phone, and email required to submit

Notes

Recommended plans

Best · Better · Good update as you fill the intake.

Covered: applicant

No Manhattan knockouts triggered

Full decision tree

Best

Manhattan — Package of Protection

Good fit for healthy clients under 65

Build OOP + HI to cover Spec Disease deductible

Manhattan Life Agent Portal

Better

Manhattan — Affordable Choice

Same-carrier value bundle when POP premium is a stretch

Present when client wants Manhattan but pushes back on POP price

Manhattan Life Agent Portal

Good

Manhattan — MH Blue Ribbon

Alternate Manhattan health path — compare network and riders

Use as Good tier when staying on Manhattan carrier

Manhattan Life Agent Portal

No Manhattan knockouts triggered