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Getting set up
- Gaining access
- Setting up your account
- Navigating the partner platform
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Managing quotes and policies
- Create and manage quotes
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Getting help
- Available products
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How to Videos
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How to Videos
- Signing the terms of business agreement
- Setting up your password
- Configuring your business details and adding users
- The navigation in Powered by Agile
- Embedding links so a customer can quote and bind
- Send quote to customer so they can bind
- Review and request approval - quote and bind
- Quote and bind by sending docs through your system
- Managing quote data and sending email campaigns
- New sidebar navigation: A streamlined experience
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How to Videos