Agencies

23

• How to visualize the details of an agency?
• How to filter agency information?
• How to sort the agency columns?

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Agents

26

• How to disable an agent?
• How to block an agent?
• How to send a password recovery email?

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Calendar

2

• How to view the calendar?

Dashboard

4

• My Profile
• Top Menu

My Statements

4

• How to view a specific Statement?
• How to view my statements?

Policies

38

• How to remove one or more policies?
• How to block a policy?
• How to place that a policy is already paid for?

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Statements

13

• How to finalize a file and finish the statement?
• How to filter the information in a statement?
• How to sort the statemen columns?

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Users

12

• How to filter users?
• How to delete a user?
• How to block a user?

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