101 - Sales Center for CSRs and Producers
This folder contains all of the articles that will help CSRs and Producers on how to use the Sales Center to handle day to day tasks.
Sales Center is a powerful tool to help agencies grow their business by streamlining the sales pipeline. It provides a way to track and manage sales tasks, ...
Thu, 11 Apr, 2024 at 5:14 PM
Submission Center is designed to help track and organize submissions for commercial applicants to Carriers where automation does not exist or is limited. Th...
Thu, 25 Jan, 2024 at 4:58 PM