Getting Started (13)
Training Sessions (82)
Report (18)
Release Notes (37)
Policies (24)
Accounts (47)
Contact (82)
Client Portal (7)
Integration (41)
Pipelines (139)
Engagement (103)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (6)
eSignatures (25)
IMUG (3)
6 KPIs
6 KPIs in Dashboard
Agency Dashboard will display the 6 KPIs. Active clients, Annualized Premium, Policies & Carriers (each is hyperlinked to provide you instant view to each of
