How do I navigate around the Attune portal?

We want this experience to be as seamless for you as possible. Our Attune logo in the top left corner will always take you back to the main account screen. 

Feel free to watch this quick video on how to get started. 

The icons along the left hand side under our logo can also help you navigate our portal. The top icon "Activity" is the home screen. 

"Accounts" page is split into three panes, the account search/list on the left, the selected account in the middle and the quotes/policies in the right pane. 

"Invoices" is where you can find all invoices, search and filter to ensure they don't go unpaid. 

"Appetite" is our handy checker to see what is in appetite before starting a quote

"Support" will help navigate to our contact info, underwriting guidelines, and frequently asked questions. There is also a tab for our enhancement library and any news/updates we have posted.

"Rewards" is how you can earn rewards for being a partner 

"Settings" is the team settings across your agency. 

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