08:53
Step 2 - Import Client Policies
02:55
Step 1 - Add Carriers and Comp Plans
03:29
Getting Started Overview
01:24
Types
01:24
Sub Types
01:51
Revenue Types
01:41
Products
01:37
Multiple Agents - One Policy
01:39
Individuals
01:54
Groups
01:29
Carriers
01:16
Agents
02:50
Comp Plans - Pct of Premium
02:24
Comp Plans Overview
02:31
Comp Plans - Graded
02:58
Comp Plans - Fee
01:37
Bulk Change Comp Plans
00:54
Username
00:51
Password
01:10
Individual User Defined Field
01:07
Group User Defined Field
01:02
Credit Card
00:40
Contact
01:49
Subscription
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