thru FAQs
What does 'Send application for Insurance Email to client' mean? This question is asked in the thru funnel on the 'Checkout & Pay' page. * When the customer sees this screen in the thru funnel, they only have one option to accept the Application for Insurance. This means that when they click the icon, and th…
How to quote in thru
How to quote in thru 1. Start in the thru module. The thru module can be accessed by the module wheel or through a customers profile in bond. Check if you are logged in by clicking the user icon in the top right corner. If you are not logged in, log in now. Here is an example with the user being logged in: …
Activity Tracker Report
Activity Tracker Report You can locate the report in the insights module, under the category of Operations. For assistance in accessing the reports in Power BI, there is an article in this Knowledge Base called Instructional Guide - Power BI Web Access. To fully understand the contents of the reports and the d…
Wawanesa FAQs
Wawanesa Home product is currently only available to a limited number of brokerages, in certain provinces. There are some differences in the processes that occur in the platform and the workflows that you may follow, so here is a summary here: What coverage is available? Coverage Coverage Details/Limit…
