Getting started
- Getting startedFrom an empty account to your first morning email, in an afternoon.
- Importing your policiesColumns, dates, the preview, and undoing an import.
- Confirming your emailThe link we send when you sign up, and what it unlocks.
- Getting helpSearching help, and writing to a person.
Renewals
- The renewal radarPast due, 30, 60 and 90 days, and working the list.
- The morning reportWho gets it, when, and what it says.
- Lost renewals and win-backRecording why, and getting them back.
Your book
- CommissionsWhat each carrier owes you, and the gap.
- Book healthWhat an import leaves behind, and merging duplicates.
Team and sign-in
- Your teamInviting people, what each level can do, and several agencies.
- Signing in and securityTwo-step sign-in, passkeys, and Google or Microsoft.
- Can't sign inA forgotten password, a lost phone, or a paused account.
Plans and your data
- Your dataExporting, Recently deleted, and downloading everything.
- Plans and billingThe trial, the free plan, paying, and limits.
Still stuck?
Tell us what you were doing and what happened. A person reads every request and writes back by email.