Prerequisite This tutorial and section is available only to “Account admins”. You won’t be able to follow this tutorial, if you don’t have this role. Jump to User Profile Set-up to configure your user.
Step 1: Include Your User Information and Configuration in the “My Profile” Section
Begin by ensuring that your personal information and user settings are complete. This information will help the portal tailor the experience to your needs.
Step 2: Set-Up the Tenant Information
Navigate to the “Account Settings” section to configure your tenant details. This is essential for managing your organization’s setup in the portal.
Step 3: Include Company Information and Add Your Branding
Fill in any missing company details and upload your company branding. This will be used for customer communication and to streamline your processes.- Navigate to Company Settings
- Add your company logo, colors, and additional details.
Step 4: Review the Security Sections
Ensure compliance with your company’s IT policies by reviewing the security settings in the portal.- Navigate to the “Security Settings” section.
- Adjust settings to meet your IT requirements.
Step 5: Personalize the Portal with Your Data Objects
Personalizing the portal with your data objects will ensure a smoother experience. Complete the following steps:- Add Insurance Policies: Go to the “Insurance” section and add as many insurance policies as needed.
- Add Product Groups: In the “Product Group” section, input all the product groups you offer.
- Add Insurance Products: For each policy, add the corresponding insurance products in the “Insurance Products” section.
Step 6: Add Document Templates
Upload your company’s document templates, such as broker mandates, SEPA forms, and quote presentations, to save time for your users.- Go to the “Document Templates” section.
- Upload the necessary templates.
You’re Ready to Go!
By completing these six steps, your account is fully configured for use.Step 7 (Optional): Integrate Tools via the Marketplace
You can further enhance your experience by integrating the tools you use daily. Navigate to the “Marketplace” section in the sidebar and connect applications such as Google Workspace, Microsoft Office, DocuSign, and Insurance Calculators.
That’s it! Your portal is now set up, and you’re ready to streamline your insurance distribution process. For further assistance, visit our Support Page.