Knowledge Base
Comprehensive guides and documentation for all platform features
Featured Articles
Complete guide to creating life insurance quotes
Learn how to create accurate life insurance quotes, including term, whole life, and universal life products.
Understanding commission structures and hierarchies
Detailed explanation of how commission splits work within organizational hierarchies.
How to generate and export custom reports
Learn how to use the custom report builder to create tailored analytics and export data.
Categories
All Articles
10 articlesComplete guide to creating life insurance quotes
Learn how to create accurate life insurance quotes, including term, whole life, and universal life products.
Understanding commission structures and hierarchies
Detailed explanation of how commission splits work within organizational hierarchies.
Setting up your agent profile and preferences
Step-by-step guide to completing your profile, including licensing information and notification settings.
How to generate and export custom reports
Learn how to use the custom report builder to create tailored analytics and export data.
Enrolling in training courses and tracking progress
Guide to browsing courses, enrolling, and tracking your learning progress.
Managing organizational hierarchies and teams
How to set up and manage multi-level organizations with proper role assignments.
Integrating with carrier systems and APIs
Connect your account with carrier systems for automated application submission.
Best practices for annuity quotes
Tips and best practices for creating accurate annuity quotes including MYGA, fixed, and indexed products.
Understanding commission forecasting
Learn how the AI-powered commission forecast works and how to interpret projections.
Role-based permissions and access control
Complete guide to setting up roles, permissions, and access controls for your organization.