Monoline

Set up your agency account, learn the platform, and get everything you need to start quoting with Monoline.

Getting Started

Rachel Crump demonstrates quoting and binding a policy in the Monoline platform.

Platform Walkthrough (Video)

In what states is Monoline available?

Monoline QuickStart Guide

Purchase Flow - downloadable PDF of purchase flow process

Downloadable PDF of purchase flow

New to Monoline? Start here for platform walkthroughs, the QuickStart guide, and state availability.

Welcome & Overview

Watch this video for a quick tour of the Agency Dashboard.

Agency Dashboard (Video)

Watch this short video demonstrating how to update your agency settings.

Agency Settings (Video)

Track commissions, update agent information and assign quotes or policies as needed within the Monoline platform.

Agency Management (Video)

Configure your agency profile, dashboard settings, and agency management in the Monoline platform.

Account Setup

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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