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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