Switching Between Product Decks

Now that you've created your first product deck, do you need to create more decks, focus on fee-based products, or edit, remove, or add carriers or products? You can also customize your decks further as needed.

To switch or manage product decks, locate the Current Products dropdown in the top navigation bar.

On mobile: Tap the blue square with the three horizontal lines to open the menu, then select Current Products.
On desktop: If you don’t see the top header, zoom out in your browser (Ctrl – on Windows or Command – on Mac) until the full navigation bar appears.

If your page is open halfway or you're using a mobile device. If your screen is smaller or the window isn’t fully expanded, the platform will collapse the navigation into the hamburger menu (three lines in the top left) Click that menu to open the side navigation ☰ icon , Here you can find Current Case, Current Products, and the tools available in your plan.

From there, click the dropdown arrow next to Current Products to view, switch, or manage your decks.

Selecting a specific deck (ex: Appointed Carriers) will switch you to that deck.

All Products is the standard default deck you will see all products, all distributions, all carriers

Edit deck allows you to modify the deck you are currently using.

Manage all decks lets you view, organize, or manage all decks you’ve created.

Create new deck allows you to build a brand-new custom deck.

If you’re an affiliate or member and are unable to manage your deck, don’t see the Edit Deck option, or notice missing carriers within your agent account, please contact us and we’ll be happy to assist.

For general assistance, you can reach us through the “Need Help? 💭” chat inside the system, email us at help@annuitiesgenius.com, or call us at 949-600-7707.