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Page Name Modified
Run a change report 01 Sep 2017
Add onboarding material - Agency 05 Sep 2017
Add a new broker 01 Sep 2017
Create a new plan - STM 01 Sep 2017
Add and assign tasks - Agency 05 Sep 2017
Terminating/Reinstating employees 18 Aug 2017
Cloning - Agency 01 Sep 2017
Add a carrier form - STM 01 Sep 2017
How do I add Onboarding material? 26 Oct 2018
How do I create a carrier form? 26 Oct 2018
Customize broker homepage 01 Sep 2017
Create booklet - Agency 05 Sep 2017
Run a change report - STM 01 Sep 2017
Adding a new client - Broker 01 Sep 2017
Complete MSA - Agency 05 Sep 2017
Customize agency homepage 01 Sep 2017
Add a new client - STM 01 Sep 2017
Run a change report - Agency 05 Sep 2017
Add new service team member - Agency 01 Sep 2017
Import an existing plan - STM 01 Sep 2017
Assign an employee to a subgroup 16 May 2018
Approve/deny timesheet edits 01 Sep 2017
Import an existing plan - Agency 29 Oct 2018
Create a booklet template - STM 01 Sep 2017
Add a service team member 01 Sep 2017
Add a new client - Agency 05 Sep 2017
Add and assign a task - STM 01 Sep 2017