Dashboard
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Contacts
The book of business
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Leads
Pre-sale pipeline
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Accounts
Referral network — partners who send business
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Commissions
Statement upload and reconciliation
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Upload Statement
1File & Period
2Map Columns
3Match & Preview
4Done
Drop file here or click to browse
CSV or XLSX — max 10 MB
Map each field to the correct column. 0 columns detected.
| Field | Source Column | Preview |
|---|
| Member | Policy # | Amount | Match | Confidence | Contact |
|---|
Statement
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Tasks & Callbacks
Follow-ups and reminders
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Policies
All policies across the book
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Settings
Customization, users & roles, communications, data, and agency info
Back to Setup
Cancel
New contact
Add a client to the book of business
Basic Info
First name is required
Line of business is required
Contact Details
Assignment
?
New contact
Required fields
Cancel
New lead
Open a new pre-sale pursuit
Basic Info
First name is required
Lead Classification
Pick a line of business
Source is required
Assignment
LOB Details
Select a line of business above to see its fields
Line-of-business details
Notes
?
New lead
Required fields
Cancel
New account
Add a referral partner to the network
Account Info
Account name is required
Account type is required
Location
Relationship
Notes
?
New account