Commissions: Add Clients &/or Policies from commission statement imports
ฝัง
- เผยแพร่เมื่อ 29 มิ.ย. 2024
- This video covers Radius's feature that allows you to:
*Create a client and/or policy from a carrier's commission statement
*How to set up an automated workflow to notify the assigned agent to update the client/policy details. - แนวปฏิบัติและการใช้ชีวิต