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Having issues? Not seeing your data? There are few things that need to be in place for the data to flow correctly and efficiently.
Click on the $ on the bottom, left side of the screen
Want to see your current month's commissions and run a projection to see how much money you could make?
Not using ECRM integration? Here's how to mark a policy as issued so you can get paid.
Accidentally log a duplicate sale?
Can't log in? Read below.
Need to cancel a policy for a chargeback?