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Not using ECRM integration? Here's how to mark a policy as issued so you can get paid.
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?
Accidentally log a duplicate sale?
Can't log in? Read below.
Having issues? Not seeing your data? There are few things that need to be in place for the data to flow correctly and efficiently.
Need to cancel a policy for a chargeback?