Getting Started With Insurance Menu

InsuranceMenu is an all-digital distribution platform for agents and insurers selling into the small employer market. This means faster turnaround time & no more paper. Quickly generate client proposals and capture employee elections online in one place. Collaborate virtually with the rest of your team and invite employers to manage their own enrollment.
Check out the help content below to learn more about how it works and be sure to schedule some time with us so we can walk you through all of the cool new features available to you! 


Table of Contents

Setting up my account

The first thing you will need to do to utilize Insurance Menu is set up your account. To do this, an admin from your agency will need to invite you to the platform by sending an email from our platform. 

Generating a proposal

Generate digital proposals in less than minute. Online filters allow you to quickly search and identify the right plans for your clients. Create multiple proposals to show different benefits strategies to your clients.


Completing enrollments

Step by step enrollment workflows keep your clients and team on track to meet effective dates. Set employer contributions and execute 1 click employee census enrollments with batch tools. All digital submission means never having to fill out paper or ask your client to collect enrollment forms again.


We regularly run webinars to go over your questions and address more advanced scenarios to make sure you get the most out of the InsuranceMenu platform. Just register and we'll send you updates on available webinars and instructions to join us.



We're making ourselves available to walk you through your first group. We'll show you how easy it is to process your small group clients through InsuranceMenu. Click on the calendar and book any of the available slots.
You can also always email us at: