1. Click your name in the upper-right corner, and then select Profile.
2. Under Update Information, type your new password in the Password field.

• NOTE:Your password is case-sensitive and must be at least 6 characters.

3. Scroll down and click Save Profile.

1. Click your name in the upper-right corner, and then select Profile.
2. Click Add Companies.
3. Under Available Companies, check the box next to each WinFlex Web company you would like access.
4. Type the agent code (if applicable) for each company you selected.
NOTE: You will be notified by email when the company has responded to your request. If you do not see a particular company listed, contact the company about offering its products in WinFlex Web (for more information, see Requesting a Carrier).

1. Click your name in the upper-right corner, and then select Profile.
2. If you are not yet part of an agency in WinFlex Web, you will see an Add Agency option to the right of the Add Companies option. Click Add Agency.
3. Find your agency in the list. You can do this in two ways:

• Browse the list, clicking the page numbers at the bottom to see more agencies.

• Use the search box at the top of the list.

4. Select the circle next to your agency ’s name.
5. Scroll down and click Request Agency Access.
The Add Agency option disappears pending agency approval. The option reappears only if the agency denies your request.
NOTE:You will be notified by email when the agency has responded to your request.

1. Click your name in the upper-right corner, and then select Profile.
2. Update your information on the My Profile page.
3. Scroll down and click Save Profile.

To notify carriers of your interest in seeing their products in WinFlex Web, you can use the Request Carriers page.
NOTE: To request access to participating WinFlex Web carriers, see Adding Companies to Your Profile.
1. Click your name in the upper-right corner, and then select Profile.
2. Click Add Companies.
3. Scroll down to the Request Companies section.
4. Check the box next to each carrier you would like to notify.
5. Click Place Request.
The selected carriers will be notified by email of your interest in illustrating their products in WinFlex Web.

If you have a VitalSales Suite account, you can include VitalSigns reports in your WinFlex Web illustrations. This involves linking your WinFlex Web and VitalSales Suite accounts.

Click your name in the upper-right corner, and then select Logout.

Use the Feedback Form to send us feedback (good or bad) about WinFlex. To access the form with or without logging into WinFlex Web. If you do log into WinFlex Web, you will not need to fill out your contact info at the end.

1. On your dashboard, under Shortcuts, click Illustrations.
2. Click Manage Cases.

• NOTE: You will not see any saved cases until you upload some cases from your desktop or create and save cases using WinFlex Web.

3. Click the Tools menu and select Import Case File to open the Import Case dialog box.
4. Click Browse to locate the file on your computer.
5. Select the case file and click Open.
6. Click Import.

Case file requirements:

1. Must be a valid WinFlex case file (.wfc)
2. Must contain 100 clients or less.
3. Only 1 case can be uploaded at a time.

NOTE: If you upload a case with the same name as one of your existing WinFlex Web cases, the characters _wf# will be appended to the end of the case name. For example: Sample Case_wf1, Sample Case_wf2.

1. On your dashboard, under Shortcuts, click Illustrations.
2. Click Manage Cases.
3. In the left column, click the name of a specific case to narrow down the list, or click All Cases.
4. In the list, check the box next to each client you want to include in the exported file.
5. Click the Tools menu and select Export Case File.
6. When prompted, save the .zip file to a location on your computer.

1. On your dashboard, under Shortcuts, click Illustrations.
2. Click Manage Cases.
3. In the left column, click the name of a specific case to narrow down the list, or click All Cases.
4. In the list, check the box next to each client case you want to delete.
5. Click Delete at the top of the case list.

1. On your dashboard, under Shortcuts, click Illustrations.
2. Click Manage Cases.
3. In the left column, click the name of a specific case to narrow down the list, or click All Cases.
4. In the list, check the box next to the client case you want to edit.
5. Click Edit at the top of the case list.
6. In the left menu, click the case to open it.
7. Make your changes, and then click the Save button in the left menu to save your changes.

Assigning a case to a group gives all group members access to the case. A case can be shared with only one group at a time. To share a case with a different group, use the Save As option in WinFlex Web.
NOTE: Before you can assign a case to a group, you must create or join a group. See Creating a Group for more information.
1. On your dashboard, under Shortcuts, click Illustrations.
2. Click Manage Cases.
3. In the left column, click the name of a specific case to narrow down the list, or click All Cases.
4. In the list, check the box next to each client case you want to assign to a group.
5. Click Assign Group at the top of the case list.
6. Select a group from the drop-down list, and then click Assign .

1. On your dashboard, under Shortcuts, click Illustrations.
2. Click Manage Cases.
3. In the left column, click the name of a specific case to narrow down the list, or click All Cases.
4. In the list, check the box next to each client case you want to assign to a group.
5. Click Assign Group at the top of the case list.
6. Select another group or None from the drop-down list, and then click Assign.
NOTE: Selecting None reassigns the case to the original owner. If you are not the original owner, the case will no longer appear on your case list.

1. On your dashboard, under Shortcuts, click Agent Manager to display your list of agents.

• NOTE: You will not see any agents listed until you create and save them using WinFlex Web.

2. In the upper-left corner, click Add Agent.
3. Fill in the agent ’s name, contact and other information. Fields with an asterisk (*) are required.

• NOTE: Phone numbers must be entered using one of these 10-digit formats: (xxx) xxx-xxxx or xxx-xxx-xxxx.

4. Click Save.

1. On your dashboard, under Shortcuts, click Agent Manager to display your list of agents.
2. Find the agent you want to edit, and then click the Edit Agent button in the last column.
3. Make your changes to the agent ’s information, and then click Save.

1. On your dashboard, under Shortcuts, click Agent Manager to display your list of agents.
2. Check the box next to the agent or agents you want to delete.
3. Click Delete at the top of the agent list.

The default agent is automatically added to new cases. You must add an agent before you can set it as default (see Adding Agents).
1. On your dashboard, under Shortcuts, click Agent Manager to display your list of agents.
2. Check the box next to the agent you want to set as the default.
3. Click Set Default at the top of the agent list.

Assigning an agent to a group gives all group members access to the agent. An agent can be shared with only one group at a time. If another group needs access to an agent, add another agent record for the agent, and then share the new record with the other group.
NOTE: Before you can assign an agent to a group, you must create or join a group. See Creating a Group for more information.
1. On your dashboard, under Shortcuts, click Agent Manager to display your list of agents.
2. Check the box next to the agent you want to set as the default.
3. Click Assign Group at the top of the agent list.
4. Select a group from the drop-down list, and then click Assign.

1. On your dashboard, under Shortcuts, click Agent Manager to display your list of agents.
2. Check the box next to the agent, and then click Unassign Group at the top of the agent list.
NOTE: Removing an agent from a group reassigns the agent to the original owner. If you are not the original owner, the agent will no longer appear on your agent list.

A group is a collection of WinFlex Web users who share particular case and agent records. Groups save time by allowing case information to be entered once and then shared with other users. In a call center or office, sharing cases within a group allows any member of the group to answer anyone ’s calls about cases.

WinFlex Web users should create groups anytime multiple users need access to the same case and/or agent records.

Using a naming convention for cases that allows other people to find your work is recommended. You may want to use the Client ’s first and last name in the case name to help you locate a case in a list.
Ex: Smith Robert.wfc or Robert Smith.wfc

On your dashboard, under Shortcuts, click Group Manager to display the list of groups you belong to. WinFlex users can belong to more than one group at the same time.
NOTE: You will not see any groups in the list until you belong to at least one group.
To see the other members of a group, click the group ’s name.

1. On your dashboard, under Shortcuts, click Group Manager to display the group list.
2. Click a group name to display a list of the group ’s current members.

1. On your dashboard, under Shortcuts, click Group Manager to display the group list.
2. Click Create Group, and then enter the following information:

• Group Name: Choose a name that is descriptive and meaningful to users who will be joining the group. The name must be between 8 and 30 characters long.

• Password: Users will need this password to join or quit the group, and you will need it to add users to the group or edit the group later. The password must be between 8 and 30 characters.

• Description: Enter a description that will allow other group members to easily determine the purpose of the group. The description must be between 0 and 50 characters.

3. Click Create Group.

1. On your dashboard, under Shortcuts, click Group Manager to display the group list.
2. Find the group you want to add the user to.
3. Click the group ’s Add User button .
4. Enter the group password.
5. Select the User Name or Email option, depending on how you want to enter the user ’s information.
6. In the User Name/Email field, type the user ’s WinFlex Web user name or full e-mail address.
7. Click Add User.

1. On your dashboard, under Shortcuts, click Group Manager to display the group list.
2. Find the group you want to remove the user from.
3. Click the group ’s Remove User button .
4. Enter the group password, and then click Submit.
5. When the list of group members appears, click the Delete User button next to the user ’s name.

1. On your dashboard, under Shortcuts, click Group Manager to display the group list.
2. Click Join Group.
3. Enter the group name and password, and then click Join Group.

1. On your dashboard, under Shortcuts, click Group Manager to display the group list.
2. Find the group you want to quit, and then click the group ’s Quit Group button .
3. Enter the group password, and then click Quit Group.

1. On your dashboard, under Shortcuts, click Group Manager to display the group list.
2. Find the group you want to edit, and then click the group ’s Edit Group button .
3. Enter the group password, and then click Submit.
4. Change the group name, password and/or description.
5. Click Update Group.

NOTE: Not all products support Comparison (Multiplan) illustrations. When selecting a product for an illustration, you can see those products that do provide Comparison (Multiplan) support by clicking the Search for Product tab and selecting the Comparison option before clicking Apply Filters.
1. On your dashboard, under Shortcuts, click Illustrations.
2. Click Load a Saved Case.
3. In the Saved Clients dialog box, check the boxes next to two or more clients for whom you want to run the comparison.
4. Click Load Client(s).
5. In the list of clients on the left side of the page, check the box next to each client.
6. At the top of the client list, click Calculate and select Multiplan from the drop-down menu.
All clients are submitted for calculation at once. Once the calculation is completed, you can view the basic illustration for each client and the Multiplan comparison report that includes the selected clients.

NOTE: Not all products support Composite reports. When selecting a product for an illustration, you can see those products that do provide Composite support by clicking the Search for Product tab and selecting the Composite option before clicking Apply Filters.
1. On your dashboard, under Shortcuts, click Illustrations.
2. Click Load a Saved Case.
3. In the Saved Clients dialog box, check the boxes next to two or more clients for whom you want to run the Composite report.
4. Click Load Client(s).
5. In the list of clients on the left side of the page, check the box next to each client.
6. At the top of the client list, click Calculate and select Composite from the drop-down menu.
All clients are submitted for calculation at once. Once the calculation is completed, you can view the basic illustration for each client and the Composite report that includes the selected clients.

You can avoid session timeouts in WinFlex Web by doing one of the following at least every 30 minutes:
1. Run an illustration.
2. Change a product.
3. Save your case.
4. Open a new/existing case.
NOTE: Changing the answer to a question (for example, switching the sex from Male to Female) will not prevent a timeout.