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)
client portal
Client Portal Dashboard
In this article, you will learn: Policies Documents: Profile Total Policies Annual Expiration My Agent Monthly Expiration Policy Documents My Tasklist Notifications How to download
How to view your agent’s profile?
In the dashboard, you will get the My Agent section, click on the profile image to view the full profile.
How to add policy in Client Portal?
To add policy and policy documents, navigate to 3 lines to open the menu, click on Add sign icon to add policy. Click to add details of
How to view the policies in the client portal?
You can view your policy from two places: the Policy module and your Dashboard. Click on the 3 lines to open the menu and select the policy icon.
How to view, download, share and add Documents in the client portal?
You can view the policy documents from two sections, one you can click on 3 lines on the top left and click on Documents, which
Client Portal Basics
In this article, you will learn: Who can access Client Portal? How to access Client Portal? How to sign up? How to sign in? How
