What are some of the next steps after I add an account manager? : my-insurer and wellnex

What are some of the next steps after I add an account manager? Print

Created by: Regine Lai

Modified on: Tue, 22 Oct, 2019 at 1:57 PM

You can have access to the following information to an account manager parked under you.

Have an overview of his/her activity by clients or policy sorted by last modified action.
Check the subscription status and expiration date of your account manager's account

-Have an overview of his/her activity by clients or policy sorted by last modified action

Regine is the author of this solution article.

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