by Viviana Buzo | Aug 2, 2021 | Get Started Guide
If you’ve indicated that you offer Personal Lines on the Basic tab of your agency profile, then you will want to review these settings to make sure you get referrals, if you’re signed up to get referrals, for only the lines you offer. Advantage subscribers also...
by Viviana Buzo | Aug 1, 2021 | Get Started Guide
If you’ve indicated that you offer Commercial Lines on the Basic tab of your agency profile, then you will want to review these settings to make sure your agency gets the types of referrals you really want. 1) Press the Edit Agency Profile button This puts your...
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