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42 FAQs Found
Page 1 of 5
How do I set up and install the Trexis bridge? (aka Alfa Vision and Specialty)
How do I set up and install the Trexis bridge? (aka Alfa Vision and Specialty) 
How do I add a new company or remove companies from a company group to be rated?
How to add to or modify company groups 
How do I setup and install the Connect Banner bridge?
Connect Banner bridge install instructions 
How do I set a quote template for everyone in the agency?
quote template settings 
How do I deactivate Reliant’s Fee for Service Program?
How to Deactivate Reliant's Fee for Service Programs 
How do I export the Performance Reports?
Detailed instructions on how to export the Performance Reports into various formats 
How do I turn on Companies in multiple states?
How to turn on Companies in multiple states 
How do I limit Restricted and Standard Users from editing or deleting notes?
 
What is the Quotes Not Bound Report?
How can I report on why we are loosing sales? 
How do I apply an existing quote template to all users?
 
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