Setting up your Employee Navigator connection

In order to connect your PerfectQuote Firm instance to Employee Navigator, log in as a Firm Admin and navigate to FIRM SETTINGS > INTEGRATIONS.

1. Tap the "Edit" button in the lower right corner.
2. Select the "Employee Navigator" checkbox
3. Select the Employee Navigator Environment to connect to. Most likely:
   • "Production" in order to send real plans.
   • "QA" for testing.
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4. Tap the "CONNECT" button.
5. Tap the "Save" buttonin the lower right corner.

After a few seconds of exchanging data, your PerfectQuote Firm will be ready for you to send plans to Employee Navigator! Upon confirming a Plan Order, you will be taken to the Employee Navigator website in the browser, and prompted to login with your Employee Navigator username and password.