This section will assist you in organizing and managing your in force book and mine your data for policy service opportunities. Active management of the in force book enables firms to be pro-active on service and to identify sales opportunities on a timely basis.
This section will assist you in organizing and managing your sales and partner networks including any downline, firms, offices and Agents while providing important information to manage each partnership.
This section will assist you with general application administration, including inviting and setting up application users. This section will also cover the general navigation of the application.
