by Tim Caviness | May 24, 2016
Adding a client through downloads is easy. Of course you have the New Business screen available when processing, but what if you miss one or you don’t see it there? We have that covered. Follow these simple steps and you can add a client with the click of a...
by Tim Caviness | Feb 24, 2016
If you download with a new company or even if they change their name or NAIC code you may see a message on your downloads from time to time that says the policies need a company assigned. To resolve the problem Step 1: Highlight the client and click View Policy...
