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)
List of Templates
We are working everyday to make it easy and convenient for producers and CSR to engage with your clients. We have created a repository of
Automate Email or Text
You can now automate email or text messages for the following events so that your clients get notified timely: Birthday Policy Renewal Referral Requests 65th
Email Live feed – Email open and click counts in Dashboard
This is a new widget on the Dashboard of the Agency Portal for real time tracking of every email from campaigns that are being sent
Email Notification to Agents for APP activities and request from Insured
Now, when a client initiates a quote request or meeting request from the mobile app an email notification will go to the agency user. These
Email – Templates 101
In this article, you will learn: Accessing Email Template Edit Email Template Using Email Template Adding a template manually Adding a template using Template Builder
Smart Search for Contact, Policy and Account
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
How to login first time on Mobile App with Phone number or Email?
Download the Mobile App. You can download mobile App from Google Play Store or iOS Store Google Play iOS Store 2. Policyholders can sign up for
