Video Tutorials
📺 Useful Links
🛠️ Foundations
- Connection:
- New Carrier:
- New Agent:
- New Client:
💰 Commission & Splits
- Basic Splits:
- Terms 1-3:
- Individual:
- Uplines:
- Policy Specific:
- Batch Edit:
- Aliases:
📥 Data Management
- Imports:
- Import Error Fix:
- Reconciliation:
📊 Financial Reporting
- A/R Report:
- Revenue Analysis: