Create Clients and Policies From Commission Statement Imports
ฝัง
- เผยแพร่เมื่อ 27 มิ.ย. 2024
- You can now add clients & policies into Radius directly from your carrier commission statements in our Commission module. Click the plus sign, associate the proper client, set up the policy. You can even have an automated workflow notify your agents to review the person's file and make any necessary updates.
- แนวปฏิบัติและการใช้ชีวิต