As a company administrator, you may maintain a collection of agent resources. This includes forms, websites, dates, etc. that agents often need to access. Did you know that the Resources tab is the perfect place to put this information? By uploading documents and links to the Resources page, users throughout your firm can easily find the information they're looking for. Not sure where to start? Check out the Resources tutorial to get organized.
Keep in mind that all users with the Company Administrator role can 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, be sure to email us.