White Paylogix logo
    • business professionals communicating around a laptop at a conference table
      SOLUTIONS

      Paylogix has earned a reputation as an insuretech pioneer and innovator thanks to our robust suite of intuitive products and services.

  • CO-OP FUNDING
  • IN THE NEWS
  • SUPPORT
Search
Close this search box.

How do I navigate the client portal?

When you login to the client portal you will have a dashboard view with a navigation bar across the top. The dashboard provides a single screen snapshot view of key data arranged in portlets. The navigation bar has drop-down menus for specific areas of the portal. You can either click on the navigation bar or the dashboard portlet to view more detailed information.

Updated on December 9, 2022