General
Guides and SOPs for uploading statements, Retrieve, payroll, If/Then rules and carrier-specific downloads. 48 articles.
Showing 13 of 48 articles
Getting started
13 articlesHow Agent & Upline Portals work
Set up Agent and Upline portals, control what each user sees, and manage publishing, branding and staff access.
9 min readUpdated Video walkthrough
Licensing & Appointments - overview
Monitor licenses, enable auto-renew and add non-resident states.
3 min readUpdated Video walkthrough
Onboarding
Book an onboarding call and follow the onboarding map.
1 min readUpdated Video walkthrough
Missing Commissions
Find unpaid policies and missing renewals.
1 min readUpdated
Did I get paid on my clients?
Cross-reference your client list against your commission data.
1 min readUpdated
Applications - a deep understanding
Centralize application intake and match it to BOB and commissions.
4 min readUpdated Video walkthrough
Staff Members: sub-users and separate logins for staff
Invite staff and choose which tabs they can see.
1 min readUpdated Video walkthrough
Deposits: Ensuring All Files Are Accounted For
Match bank deposits to digested statements.
1 min readUpdated Video walkthrough
Dashboard: A Comprehensive Guide
Filter by timeframe, Agent and carrier, and read the leaderboards.
2 min readUpdated Video walkthrough
Reference page
Bulk-check whether your clients have been paid.
2 min readUpdated Video walkthrough
Missing Renewals
Split All Time data by month and surface renewals that stopped.
2 min readUpdated
Digest: How to Upload Data
Upload carrier and FMO statements and understand each Digest result.
2 min readUpdated
Digest Statements via Email
Connect your inbox so emailed statements are digested automatically.
1 min readUpdated
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