InsurFront Manual
Ctrlk
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InsurFront Manual
Ctrlk
  • 👋Welcome
  • Getting started
    • Introduction
    • Account Setup and Login
    • Navigating the Dashboard
    • Customizing User Profiles
    • Installation and hardware
  • Customer Management
    • Adding and Managing Customers
    • Customer Data Privacy and Security
    • Importing and Exporting Customer Data
    • Managing Customer Communications
  • Lead Management
    • Generating New Leads
    • Tracking and Managing Leads
    • Converting Leads to Customers
    • Lead Scoring and Prioritization
  • Sales
    • Creating Insurance Quotes
    • Customizing Quote Templates
    • Sending Quotes to Customers
    • Tracking Quote Status
    • Managing the Sales Pipeline
    • Sales Reporting and Analytics
    • Products and tariffs
  • Communication Tools
    • Using the Built-in Email Client
    • Setting Up and Using VoIP
    • Integrating with Messaging Platforms
    • Chat System and Contact Center
    • Setting Up the Customer Service Center
    • Handling Customer Inquiries
    • Managing Support Tickets
  • Policy Management
    • Introduction to Policies
    • Tracking Policy Renewals and Expirations
    • Managing Policy Variants and Tariffs
    • Policy Documentation and Compliance
    • Object Types and Coverage
    • Insurers For Transfer
  • Claims Processing
    • Processing Insurance Claims
    • Managing Claim Forms and Documentation
    • Claims Approval and Rejection Procedures
  • Agencies, Roles and Users
    • Setting Up Custom Permissions
    • Managing User Roles and Access Levels
    • Auditing User Activities
    • Managing Users
    • Managing Third Party Agencies
  • Branding and Customization
    • Customizing Platform Appearance
    • Branding for My Account & App
    • Company Details and Contact Info
  • Financial Management
    • Billing Features and Services
    • Conducting Credit Checks
    • Commission and Payout Management
    • Tax Management
  • Reporting and Analytics
    • Generating Reports
    • Financial Reporting and Analytics
    • Exporting Data for External Analysis
    • Time Zone Management
  • Development
    • Database integrations
    • Webhooks
    • Logs and events
    • API Reference
  • Compliance
    • 🇪🇺GDPR (EEA/EU)
    • 🇺🇸U.S. compliance
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  1. Branding and Customization

Branding for My Account & App

PreviousCustomizing Platform AppearanceNextCompany Details and Contact Info

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