Smart Agent Training Resources

Create a Report and Dashboard for some common Agency Needs…

  • Policies with Policy Holder

  • In-Force Policies

  • Accounts listed as prospects

  • Carriers and Insurance Products

User Management and Data Visibility

  • Data Visibility

  • Permission Sets

  • Field Access & Security

Create new fields for different data types

  • Formula

  • Checkbox

  • Date

  • Picklist

  • Roll-up Summary

Page Layouts

  • Edit Page Layouts

  • Customize Related Records

  • Add Custom Fields

Improve your marketing efforts and save time

  • Outlook Integration Set-up

  • Create an email templates

  • Automated Emails to Clients

Help with Multifactor Authentication

  • Set-up

  • Reset

  • Change Verification Method

The Data Import Wizard makes it easy to import data

  • Accounts

  • Contacts

  • Policies

  • Insurance Products

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