As a company administrator, you have the capability to maintain a valuable collection of agent resources. This can include forms, websites, important dates, and other essential information that agents frequently need. Did you know that the Resources tab is the ideal place to organize and share this information?
By uploading documents and links to the Resources page, you enable users throughout your firm to easily find the information they need. Not sure where to start? Our Resources tutorial can help you get organized and make the most of this feature.
Please note that all users with the Company Administrator role have the ability to edit, add, and delete files and categories on this page. If you have new administrators in your firm and would like to schedule additional training, please email us to arrange it.