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)
Policy info
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.
Accounts 360
Accounts: Client Profile 360Â is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
