The Policies page displays a list of all customer policies and any riders, other comp or policy increases linked to them. To View the Policy Page Go to the Main Menu. Click Policies. Click the help icon to open topics specific to the current page, or ...
Information about your contact, additional users, username, password, credit card, subscription and user defined fields, can be updated on the Account Profile page. To update information on your account, click the account icon and select Account ...
Client policy information can be imported using pre-defined policy import templates or entered manually. Each import template contains specific columns based on they type of commission paid on the policy. Depending on the types of policies you write, ...