How do I link to Erie Policies?

In version 17.8.0 and higher you can J-Link easily to any Erie policy.

Step 1:  Set up Erie in Company Setup

Step 2:  Hit Ctrl-W and create the J-Links.  You will need a link for each user.

Step 3:  Find your policy and click the globe

Like magic you can access your clients easily to make any changes or view any necessary information on the carriers website.

View Video Here

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Category: Policies

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