Export Call List | Liana Aghasyan | Apr 30, 2024 |
Producer Renewal Reminders | Liana Aghasyan | Feb 09, 2024 |
All About Merge Fields | Catherine Chong | Mar 15, 2022 |
Enable and setup Thank You email and/or text | Catherine Chong | Mar 15, 2022 |
Add Thank You Sms Template | Liana Aghasyan | Mar 15, 2022 |
Add Thank You Email Template | Liana Aghasyan | Mar 10, 2022 |
Include / Exclude Policies For Reminders using Producer Codes | Liana Aghasyan | Jan 18, 2022 |
Add/Create a New Company Location/Branch | Catherine Chong | Jan 14, 2022 |
Manage BC AutoRenew Profiles | Catherine Chong | Dec 10, 2021 |
Renewal Policy Statuses | Catherine Chong | Nov 22, 2021 |
Edit Company Details | Catherine Chong | Sept 28, 2021 |
Enable and Setup SMS and Email Reminders | Catherine Chong | Jun 01, 2020 |
Stop SMS and/or email renewal reminders for a specific customer | Liana Aghasyan | May 18, 2020 |
Identify customers who did not receive text and/or email reminder | Liana Aghasyan | May 08, 2020 |
Add/Create New User | Catherine Chong | May 06, 2020 |
Change or Add User Permissions | Catherine Chong | Aug 21, 2019 |
Allow Access to Dashboard and Usage Report | Liana Aghasyan | Jul 09, 2019 |
Track Private Auto | Liana Aghasyan | Jul 09, 2019 |
Add/View Processing Stage to Renewal Request | Liana Aghasyan | Jul 09, 2019 |
Include policies with no contact information | Liana Aghasyan | Jul 09, 2019 |