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?

Knowledge Base