Every Medicare agent has a handful of tools they open dozens of times a day — a quoting platform, a carrier portal, a CMS login. Custom sidebar links let you pin any of them directly inside KundPro so you never have to hunt for a bookmark again.

What Are Custom Sidebar Links?

The KundPro sidebar on the left side of your screen is your main navigation. In addition to the built-in sections like Clients, Tasks, and Calendar, you can add your own shortcuts — called Agent Resource Links — that point to any URL you choose.

Once saved, your custom links appear in the sidebar just like any other navigation item. One click opens the tool directly, without leaving your workflow.

  • Add links to any tool — quoting platforms, carrier portals, CMS, your sales report form
  • Name each link whatever makes sense to you
  • Add, remove, or update links at any time
  • No limit on how many links you can add

How to Add a Custom Sidebar Link — Step by Step

1

Navigate to Settings

In the left sidebar, scroll to the bottom and click Settings. You'll find it near the bottom of the navigation — below the tools and resources links.

⚙️ Settings
2

Locate Agent Resource Links

Once inside Settings, look to the right side of the page. You'll see a panel labeled Agent Resource Links. Any links you've already added — like Sunfire, CSG, or Dialer — will be listed here.

This is where all of your custom sidebar links live. You can add new ones, remove existing ones, or update them from this panel at any time.

3

Click "+ Add Link"

Click the + Add Link button. A new row will appear at the bottom of the list with two empty fields — one for the link name and one for the URL.

💡 Tip: You can click + Add Link multiple times to add several links at once before saving. Fill them all in and save in one step.
4

Enter the Link Name

In the first field, type what you want the link to be called in your sidebar. You can name it anything — this is for your reference only.

  • Anthem Portal
  • UHC Agent
  • Rate Tool
  • My Sales Form
  • Learning Center
💡 Tip: Keep names short so they display cleanly in the sidebar. One to three words works best.
5

Enter the Full URL

In the second field, paste or type the complete URL for the tool or page you want to link to. You must use the full address, including https:// at the beginning.

  • https://kundpro.com/learn/ — KundPro Learning Center
  • https://mail.google.com/mail/u/0/ — Gmail
  • https://www.cms.gov/ — CMS website
💡 Tip: Copy the URL directly from your browser's address bar while you're on the page you want to link to — that guarantees you have the exact, complete address.
6

Click "Save Resource Links" — Don't Skip This Step

After entering your link name and URL, click the Save Resource Links button. Your new links will not appear in the sidebar — and may be lost — if you navigate away without saving first.

⚠️ Important: Saving is required every time you make a change — whether you're adding a new link, removing one, or editing an existing entry. Always click Save Resource Links before leaving the Settings page.

Managing Your Links

You're never locked into the links you've set. Come back to Settings → Agent Resource Links at any time to make changes.

➕

Adding more links later

Return to Settings and click + Add Link again. There is no limit to how many links you can have in your sidebar. Add as many as you find useful — and remember to save when you're done.

✕

Removing a link

Click the red Remove button to the right of any link you want to delete. The row will disappear immediately. Click Save Resource Links to confirm the removal — it is not final until you save.

✏️

Editing an existing link

Click directly into the name or URL field of any existing link and update the text. Make your changes, then click Save Resource Links to apply them.

→ Always save after any change — adding, removing, or editing.

Link Ideas for Medicare Agents

Not sure what to add? Here are common tools Medicare agents link to from their KundPro sidebar:

📋

Carrier agent portals

Direct login links to UHC, Aetna, Humana, Anthem, or any carrier portal you access regularly. Saves you from hunting through bookmarks mid-call.

💲

Quoting and enrollment tools

Sunfire, CSG, HealthSherpa, or any enrollment platform you use. If it's already in your default sidebar, you can still add a second shortcut pointing to a specific section or portal within it.

🏛️

CMS and compliance resources

Quick access to CMS.gov, Medicare.gov, or your FMO's compliance library. Keeps reference tools one click away when you need to verify something quickly.

📊

Sales reporting and tracking

If your agency or FMO uses a Google Form, spreadsheet, or external dashboard to track activity, add that URL here for fast daily access.

Frequently Asked Questions

How many custom sidebar links can I add?

There is no limit. Add as many as you need. The sidebar will scroll if you have a large number of links.

Do I have to save every time I make a change?

Yes. Every time you add a link, remove a link, or edit an existing one, you need to click Save Resource Links before leaving the Settings page. Unsaved changes will not be applied and may be lost.

Can I change the name of a link after saving it?

Yes. Click directly into the name field, update the text, and click Save Resource Links. The updated name will appear in the sidebar immediately.

What URL format do I need to use?

Always use the complete URL beginning with https://. Copy it directly from your browser's address bar for best results. Partial URLs or URLs without the protocol prefix may not work correctly.

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