Mangrove Insurance Advisory

Product knowledge. Practical support.
People you can reach.

The Mangrove Agent Portal

Useful when you’re actually helping a client.

Research products, organize client information, and build group proposals in the Mangrove Agent Workspace.

Find the right starting point.

Capture applicant details, needs, and pre-screening information to organize a product conversation. Producers still review the details.

Mangrove Agent PortalActual workspace
Mangrove Agent Portal health recommendation workflow with Applicant, Needs, Pre-Screen, and Results steps
Find the right starting point.View full size

Your product resources, in one place.

Search by plan or network, filter by partner and coverage type, and find materials for your next client conversation.

Mangrove Agent PortalActual workspace
Mangrove Product Library with plan and network search, partner and coverage filters, and Amerus Summit Health, Enroll Prime, and Lucida Health libraries
Your product resources, in one place.View full size

Keep the next step in view.

See unfinished drafts, recent client activity, and next actions in one dashboard.

Mangrove Agent PortalActual workspace
Mangrove Agent Portal dashboard with guided health recommendation, client workflow status, and prioritized client work
Keep the next step in view.View full size

Build a branded group proposal, faster.

Compare multiple group options and export a branded proposal. A census template simplifies collecting the group details.

Mangrove Agent PortalActual workspace
Mangrove Group Estimator with a branded proposal workspace and steps for Group, Product path, Health coverage, Scenarios, and Proposal
Build a branded group proposal, faster.View full size

Actual Mangrove Agent Portal screens. Official plan documents control. Available tools and resources depend on the product and your access. Pre-screening guidance is not a carrier eligibility determination.

Technology supports the relationship

A tool can organize client details.
A person can talk it through.

You don’t have to figure out every product question on your own.

Weekly training, agency education, and 1:1 support sit alongside the portal. Product-specific quoting, enrollment, and carrier resources vary. We’ll help you understand what’s available for the business you write.