Overview Page

Tickets/Issues

Update: Going forward, we have to use the new email button 🎉 New Email Campaign Template Update! 😄 and not email campaigns. There are some campaigns that you will still need to do some manual changes to. View this example
- Pro Tip 💪🏼 You can search email templates by typing the letter. For example, when looking to send voicemail email templates type the Letter V and it will pop up to save time!
If an email is automated to put the X in front of it.🤖
This doc organizes key email categories for efficient communication

Manual policies are ones where the carriers do not download into the management system. We need to manually enter all transactions (renewals, changes, audits, new policies etc)
- Most are non-admitted Insurance Tips
Download policies are ones where the carrier connects to our management system and downloads policy data into our management system. This typically happens overnight (mainly in the morning) They may send data faster.
- Most are non-admitted Insurance Tips

Going forward we will have the finance company linked to the applicant's account. You can find it on the overview page.
We are looking to have existing applicants updated, the accounting team will be handling this.
If you have any issues please contact them.