Understanding Your Active Client and Product Settings

Understanding the Top Navigation Bar

The boxes located at the top center of the screen are called Context Selectors or Working Filters. These selectors help keep the platform synced to the correct client and products while you work.

You can find them in the Top Navigation Bar, directly above the main menu tabs such as GrantAI, Marketplace, Illustrate, and Qualify.

From left to right:

Current Client Selector

The Current Client box shows which client profile you are actively working in across the platform.

Example: Patricia Green

This affects:

• GrantAI conversations
• Calculators
• Illustrations
• Reports
• Saved case records

Before starting a new analysis or report, always confirm the correct client is selected.

The Current Products box controls which carriers and products are available throughout the platform tools.

Example: All Products

When “All Products” is selected, the full available product deck is being used. Depending on your organization settings, this may change based on:

• Product deck permissions
• State availability
• Carrier access
• Team configurations

This selection impacts:

• Marketplace results
• Illustration availability
• Product comparisons
• GrantAI recommendations

These dropdowns act as your active workspace settings. Whatever is selected here controls what you see throughout:

• GrantAI
• Calculators
• Illustrations
• Marketplace
• Reports
• Case records

If something appears missing or different than expected, first confirm:

1. The correct client is selected
2. The correct product filter is selected

If Your Menu Appears Missing

If the sidebar menu is collapsed halfway, your navigation menu may appear as a small blue square icon in the top-left corner of the screen.

Simply click the blue square icon to expand the full navigation menu.

Depending on your screen size or browser width, the menu may automatically collapse into icon mode.

If your browser is zoomed in too far, parts of the navigation bar or menu may appear hidden, compressed, or missing.

For the best experience:

• Recommended browser zoom: 100%
• On Windows: press Ctrl + 0
• On Mac: press Command + 0

This resets your browser zoom to default.

When you first log in, look at the top center of the screen. These dropdown boxes control your active working environment throughout the platform.

Always verify:

• The correct client is selected
• The correct product filter is selected

before starting illustrations, reports, or GrantAI conversations.

Need Additional Help? 💬

If you have additional questions, please feel free to reach out to our Customer Support team:

• 💬 Use the live chat bubble located in the bottom-right corner of the platform during business hours
• 📧 Email us at help@annuitiesgenius.com
• 📞 Call us at 949-600-7707

Our team is happy to assist with platform navigation, billing, troubleshooting, and general support questions.