Overview
Zorro is your comprehensive platform for managing enrollments across your agency. This guide will help you navigate the essential features and get started quickly.
Navigation Panel
The left-hand navigation panel is your primary tool for accessing different areas of the platform:
Employers - View and manage employers associated with your agency
Prospects - Access potential clients in your pipeline
Demo Employers - Pre-configured examples used during sales cycles (typically managed by your sales team)
Enrollments Tab
The Enrollments tab is where you'll spend most of your time. This central hub displays:
All enrollments across employers associated with your team
Enrollments specifically assigned to you
Real-time status updates for each enrollment
You can filter enrollments by status, preset configurations, state, company, carrier, and other parameters to efficiently manage your workload.
Account Settings
Located in the top-right corner, your account settings include:
Personal Settings
View and update your profile information
Manage notification preferences
Update login credentials
Agency Settings (Admin Only)
If you have admin privileges, you can:
View agency information
Edit agency details
Manage team members