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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. Fill in the required information:
    • Email - Your professional email address (required)
    • Full Name - Your legal name (required)
    • Organization Name - Your brokerage or company name (required)
    • Phone Number - Your contact phone number (required)
  3. Check the box to agree to the MonarkHQ terms and conditions
  4. Click Continue

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: Your organization name field will be auto-filled and locked. You’ll join the existing organization as a member.
  • If no match is found: You can enter your organization name manually. A new organization will be created with you as the owner.
  • If using a free email provider (Gmail, Yahoo, etc.): You must enter your organization name manually.

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 MonarkHQ with the subject “Your magic link”
  3. Click the secure link in the email to complete your signup
  4. The magic link expires after 1 hour 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 the magic link
  5. Click the link to access your dashboard

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) | | States Licensed In | No | Select all US states where you hold an active license |

Click Continue to proceed to the next step.

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 | | Accounts | Your employer clients | | Groups (Proposals) | All your active proposals | | Contacts | Your carrier representative contacts | | Members | Team members in your organization | | Organization | Your organization settings | | Profile | Your personal profile settings |

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