Review System Setup and Configuration –
The focus for Phase 1 is to review all the key system Settings and insure that everything is set properly and the system is ready to be used.
- Agency Information Setup
- User Setup
- Insurance Company Setup
- Lines of Business (LOB)
- Set Rating Interface
- Ivans Account
- Third Party Address Book
- Letter Templates
- Referral Sources
Your agency CANNOT start creating customer folders with policy information or start to process downloads until ALL set is completed!
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