Getting Started (11)
Training Sessions (82)
Report (5)
Release Notes (22)
Policies (14)
Accounts (13)
Contact (39)
Client Portal (7)
Integration (22)
Pipelines (64)
Engagement (60)
Setting (24)
Mobile Apps (13)
User Account (7)
Agency Website (6)
Support (17)
Tasklist (4)
Google Reviews (4)
Calendar (1)
Carrier (2)
Dashboard (35)
FAQ (1)
Form (13)
Document Manager (1)
Agency Website
Setting on Client Login Button or adding iframe for Quote Sheet
Review Widgets Import option in Agency Website
Man and woman vector business reward satisfaction employee. Feedback graphic illustration leader competition. Steps stars feedback work concept. Job motivation company evaluation good quality rating
Website Widgets
You can embed 6 different widgets/buttons/iframes on your website. Public Quotesheet Google Reviews Client Portal Logins Mobile App Download Public Agency Profile Contact us Form
Contact Us Form for Website
Gather customer information quickly with easy to use contact us form. The Contact-us form can be added to your agency website as an iframe or
Add Client Portal button on Agency website
Clients will be able to access their policy and additional information from the Client portal. They can access the client portal from a button on
Web form for Website (Quotesheet)
In this article, you will learn: Set up Intake forms/ webform/ quote sheets on your Agency website by following the steps below. To automatically add
Add Mobile App Download and Client Portal Login on your website
Provide access to relevant policy information to your clients through the addition of these two buttons on your agency website Client login App Download Sample
