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Information Guides

InsureSuite User Access, Roles and Permissions (pdf)

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InsureSuite: How to change my password (pdf)

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InsureSuite

InsureSuite Web Application (pdf)

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InsureSuite Win Application (pdf)

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Insure add-in

Insure Add-In Quick Guide (pdf)

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CommSplit

CommSplit Web Application (pdf)

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CommSplit Win Application (pdf)

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ADMINISTRATION

InsureSuite Administrator Win Application (pdf)

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InsureSuite Administrator Web Application (pdf)

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Client portal user guides

HOW TO ADD A USER/CONTACT TO CLIENT PORTAL

HOW TO ADD A CONTRACT TO CLIENT PORTAL

how to add documents to client portal

How to add tasks to Client Portal

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