InsurFront Manual

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InsurFront Manual

⌘Ctrlk

👋Welcome
Getting started
Customer Management
Lead Management
Sales
Communication Tools
Policy Management
Claims Processing
Agencies, Roles and Users
Branding and Customization
Financial Management
Reporting and Analytics
Development
Compliance
- 🇪🇺GDPR (EEA/EU)
- 🇺🇸U.S. compliance

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Agencies, Roles and Users

Managing User Roles and Access Levels

PreviousSetting Up Custom Permissions NextAuditing User Activities