Getting Started (12)
Training Sessions (82)
Report (9)
Release Notes (28)
Policies (16)
Accounts (29)
Contact (61)
Client Portal (7)
Integration (36)
Pipelines (100)
Engagement (75)
Setting (26)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (2)
Dashboard (38)
FAQ (1)
Form (20)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (3)
Agency Website
Setting on Client Login Button or adding iframe for Quote Sheet
Review Widgets Import option in Agency Website
Google reviews flash an overview of agency performance and also build trust in the contacts. Get more reviews with the widget on your website. Admin
Website Widgets
You can embed 6 different widgets/buttons/iframes on your website. Public Quotesheet Google Reviews Widgets Client 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
