Broker Admin Level Access needed to create or edit Presentation Themes

Presentation Templates Overview

Presentation templates let you control exactly how your presentations look and feel. You can create multiple templates for different situations, or just stick with a default one. Each template gives you full control over layout, styling, and what data appears on each page.

Layout and Page Options

From the Template Settings , you can decide how each page is justified (left or center), whether current benefits appear on every page or just the first, and toggle details like title numbers, page numbers, decimal places, and footer text. You can also choose whether to show the print date, RFP name, or a custom disclaimer at the bottom.

Colors and Styling

In the Colors Tab , you control the full color scheme—headers, subheaders, fonts, and background rows. Changes here apply instantly across every page of the presentation. You can also fine-tune the auto-generated header and subheader colors, or hide them entirely if you want a clean, logo-only look.

Slide Organization

The Presentation Slides section lets you reorder sections and hide pages you don’t want to show in a report. For example, you might hide a “Self-Funded Summary” section when it doesn’t apply. These settings are saved to your template, so you don’t have to adjust them every time you generate a presentation.

Adding Custom Slides

You can also add your own slides. Upload reusable documents—like an “About Our Agency” or marketing page—under Brokerage Documents, then attach them to a section in your presentation. You can control where they appear and reuse them in future presentations without re-uploading.

Each of the videos below walks through one of these steps in detail—template settings, color customization, slide organization, and adding custom slides.