102 - Automation Center for Admins
This folder contains all of the articles that will help Admins on how to use the Automation Center to handle day to day tasks.
Today, with Google Reviews feature in Client Center, your insureds are able to give reviews only after completing a self-service transaction in Client Cente...
Tue, 3 Sep, 2024 at 5:41 PM
Today, with the Referral Program in Client Center, your insureds are able to refer a friend to your agency when they complete self-service transactions in C...
Tue, 3 Sep, 2024 at 5:41 PM
For the June 26, 2020 release, Automation Center has a workflow that triggers when carrier eDocs are received. This powerful workflow can share eDocs to Cli...
Tue, 3 Sep, 2024 at 6:12 PM