Getting Started (12)
Training Sessions (82)
Report (9)
Release Notes (28)
Policies (15)
Accounts (28)
Contact (59)
Client Portal (7)
Integration (34)
Pipelines (95)
Engagement (75)
Setting (25)
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 (1)
Delete
Deleting/ Cancelling an existing policy
Navigate to Active Policies Click on a policy that you want to delete/cancel A notification for canceling the policy will appear in a pop-up box.
Add & Delete Contact
You can add or delete a contact from either – Accounts tab or Directory tab. Account 360 – Contacts can be added or deleted from specific accounts. Search
