Your Sola dashboard serves as your central command center for managing quotes, policies, customers, and your agency’s operations. This guide provides an overview of the dashboard’s key features and navigation.Overview
Dashboard Sections
The dashboard is organized into several main sections:- Home: Overview of key metrics and recent activity
- Quotes: Manage and track all your quotes
- Policyholders: See customer information and manage policies.
- Claims: Get information on the claims process of your clients.
- Renewals: Track and manage renewals.
- My Agency: Manage permissions, add agents, download reports.
- Rewards: Track your earnings and rewards
- Resources: Download marketing materials and access to the help center.
Use the left sidebar to navigate between main sections
Click the New Quote button (available on multiple pages) to quickly
create quotes
Use the search bar to find specific quotes, policies, or customers
Check the notifications icon for important updates