1.1 Basic Navigation
1.2 Home Page
1.3 Report Builder
1.4 Dialer
1.5 Tasks
1.6 Commissions
1.7 Calendar
1.8 Search
1.9 Create Account
1.10 Site Settings
2.1 Account Types
2.2 Side Bar & Account Header
2.3 Details
2.4 Documents
2.5 Applications
2.6 Attachments
2.7 Calendar
2.8 Email
2.9 Policies
2.10 Comments
2.11 Activities
2.12 Custom Forms
2.13 Tags
2.14 Account Owners and Editors
3.1 Users & Groups
3.2 Carriers
3.3 Custom Fields
3.4 Field Displays
3.5 Custom Forms
3.6 Email Templates
3.7 Email Campaigns
3.8 DocGen
3.9 Policies
3.10 Tags
3.11 Workflows
3.12 Commissions
3.13 Google & Outlook Integration
3.14 Calendar Integration
3.15 Data Importer
3.16 Notification Templates
Account: Add an Individual to a Group Account
Account: Create an Account
Config: Add a Custom Field
Email: Cancel a Scheduled Email
Email: Create an Email Campaign
Email: Reschedule an Email
DocGen: Create a Template Form
Carriers can be added and viewed from the main application or the admin page. To add/edit carriers as an admin:
Click Setup (gear) > Admin > Carriers
Click an existing carrier or + Add Carrier to add a new one
Enter the following:
Name (required)
Commission percent - This is used to generate Agency Commission records based on premium
Renewal Commission percent
Commission flat rate
Save
Carriers are available to select on the Policy page and are used in commission calculations.