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Agency FAQ's
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Agency FAQ's
Frequently Asked Questions from Agency Users
Account Settings
How do I customize my homepage?
How do I add a new broker to my portal?
Can I add a service team member to my portal too?
What is cloning and how can it help me?
Benefits
How do I create a new plan?
Can I import an existing plan to my library?
How do I add a carrier form?
How do I create a benefit booklet?
Client List
How do I add a new client?
How do I complete an Master Subscription Agreement?
Onboarding
How do I add onboarding materials?
Reports
How do I run a change report?
Tasks
How do I add and assign tasks?
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