Existing Planstin Agent Login Instructions
How to login for the first time to the agent dashboard if you are already an agent with Planstin.
Visit the login page
Please follow this link or type into your browser: https://planstin.brings.healthcare/login
Create Account
You will be presented with the following screen where you should click "CREATE ACCOUNT"
*Note: If you have already created an account in the past you should enter your email and password at this stage.
Sign up for your account
Please use the same email you received your invite from in order to access all information related to your agent profile.
Once you've entered your email and have chosen a password (password must be entered twice) click "SUBMIT"
Verify Your Email Address
You will be sent an email verification. Please check your email. If it does not show up within 10 minutes please check your spam folder.
Click the link in the email verification you received and you will be redirected to the dashboard.
Enter the Agent Dashboard
Click on the agent dashboard to enter
Navigating the Agent Dashboard
Once in the dashboard you can access the following pages:
- Manage Contracts - Where contract owners can manage details relating to their contract including commission statement adding additional agents, and signing documents related to your contract.
- Client Enrollment - Where you can send links to new group clients for enrollment.
- Member List - Where you can view a list of all members enrolled by you.
- Agent Profile - Where you can manage the details of your agent profile - such as documents that need to be signed.