Skip to main content
Back to Resources
Getting Started

Brokers Getting Started

Getting Started with Monark - For Brokers

This guide covers how to register for MonarkHQ, log in, and complete the onboarding process as a broker.

1. Create Your Account

Broker Signup

To create a new broker account:

  1. Navigate to the MonarkHQ signup page at /signup
  2. Enter your business email address and click Continue
  3. Fill in the required information:
    • Email - Carried over from the previous step (read-only). Use your business email. Free email providers such as Gmail or Yahoo can't be used for broker signup
    • Full Name - Your legal name (required)
    • Organization Name - Your brokerage or company name (required)
    • Phone Number - Your contact phone number (required)
  4. Click Complete Signup

You'll review and accept the MonarkHQ Terms of Service the first time you sign in.

Automatic Organization Matching

When you enter your email address, MonarkHQ automatically checks if your email domain matches an existing organization:

  • If a match is found: You'll see “This domain org has already been registered, please reach out to [owner email] to request access to this organization.” You can't sign up into an existing organization or create a second one for the same domain. Ask the organization owner to invite you instead. If you think the match is wrong, contact support@monarkhq.com. If you continue anyway, no account is created and you'll see an Organization already registered page with the same guidance. Only active organizations, or organizations still being set up, count as a match.
  • If no match is found: You can enter your organization name manually. A new organization will be created with you as the owner. New broker accounts are reviewed by the Monark team. Until yours is approved, you'll see a Pending Approval screen after signing in.
  • If using a free email provider (Gmail, Yahoo, etc.): You'll see “Please sign up with your business email.” Use your work email address instead.

Joining an Existing Organization

If a colleague invited you, click Accept Invitation in your invitation email. If you sign in and aren't added to the organization automatically, the account setup page shows a Join your organization card listing each pending invitation. Click Accept, and you'll see “Joined [organization] successfully.”

Magic Link Authentication

MonarkHQ uses passwordless authentication via magic links:

  1. After submitting the signup form, check your email inbox
  2. Look for an email from Monark with the subject “Welcome to Monark - Confirm Your Email”
  3. Click Confirm Email & Get Started, then click the button on the page that opens to finish signing in
  4. Each magic link works once and expires after a short time for security

Tip: If you don’t see the email, check your spam folder. If it still doesn’t arrive, return to the signup page and request a new magic link.

2. Log In

Broker Login

To log into your existing account:

  1. Navigate to /login
  2. Enter your email address
  3. Click Continue
  4. Check your email for “Sign in to Monark”
  5. Click Sign In to Monark, then click Sign In on the page that opens to reach your dashboard

Carrier reps sign in from Carrier Rep Login, which is linked on the login page.

Session Duration

Your login session remains active until you log out or the session expires due to inactivity.

3. Complete Your Profile

After your first login, you’ll be guided through a brief onboarding process to set up your profile.

Welcome Screen

The welcome screen introduces the onboarding steps:

  • Complete your profile (approximately 2 minutes)
  • Invite team members (optional, approximately 1 minute)

You can either:

  • Click Get Started to begin the onboarding process
  • Click Skip setup for now to go directly to the dashboard (you can complete this later)

Enter Your Personal Information

Enter your professional information:

| Field | Required | Description | | ------------------------------ | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | Full Name | Yes | Your legal name as displayed to clients and carriers | | Phone Number | Yes | Your business phone number | | License Number | No | Your insurance license number (optional but recommended) | | National Producer Number (NPN) | No | Required for UnitedHealthcare rates in AZ, NY, CA, and UT. UHC returns no rates without an NPN appointed with them. Quoting is never blocked without it | | States Licensed In | No | Select all US states where you hold an active license |

Click Continue to proceed to the next step.

You can add your NPN, state licenses and E&O coverage later from User Profile. See Broker Licensing & Compliance.

4. Invite Your Team

Invite colleagues to collaborate on your organization’s accounts and proposals:

  1. Enter a colleague’s email address
  2. Click + Add to add them to the invite list
  3. Repeat for additional team members
  4. Click Complete Onboarding when finished, or Skip to finish without inviting anyone

Note: Team members can view and edit all group accounts in your organization. You can manage permissions later in the organization settings.

Onboarding Complete

After completing onboarding, you’ll see a success screen with next steps:

  1. Create your first account
  2. Upload your first census
  3. Get quotes and build proposals

Click Go to Dashboard to begin using MonarkHQ.

5. Familiarize Yourself with the Dashboard

After onboarding, you’ll land on your main dashboard. Key areas include:

Sidebar Navigation

The sidebar provides access to all major sections:

| Section | Description | | ------------------------------- | ------------------------------------------------------------ | | Dashboard | Your home view with pipeline overview | | Employers | Your employer clients | | Proposals | All your active proposals | | Analytics | Reporting on your pipeline | | Activities | Recent activity across your book | | Calendar | Upcoming dates and deadlines | | Carrier Contacts | Your carrier representative contacts | | User Profile (Settings) | Your personal profile, NPN, licenses and E&O | | Organization Profile (Settings) | Your organization settings, including Licensing & Compliance | | Organization Members (Settings) | Team members in your organization | | Chat with us | Bottom of the sidebar. Opens a chat with the Monark team |

Quick Actions

From the dashboard, you can quickly:

  • Create a new account
  • Start a new proposal
  • View your proposal pipeline
  • Access recent activity

Switching Organizations

If you belong to multiple organizations:

  1. Click the organization name in the sidebar header
  2. Select the organization you want to switch to
  3. The dashboard will refresh with that organization’s data

Next Steps

Now that you’re set up, proceed to:

  • Add a Group - Learn how to create your first employer group within Monark
  • Create a Group Proposal - Start building your first benefits proposal for your client