Session 1 -- Setup

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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