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We’ve created user guides for policyholders, administrators and staff to help you maximize the impact of your App. Here’s a sampling from our User Guide Library.

Bonus guides – Helping Agencies Maximize the App and Agency Performance


Kelly Donahue-Piro of Agency Performance Partners has shared 3 bonus guides that tie into our standard “Getting Started” guides. Kelly’s expertise in sales, service and technology best practices means she knows and understands what it takes to to align staff and strategy to reach maximum agency success. 


User guide for policyholders:  Insurance Agent App User Guide


Access this guide from your dashboard and share  with your clients and staff to explore all the app features. Sample page in side bar:

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