Tools

Use the options on the Tools page to perform the various administrative tasks.

Note: The options available on the Tools menu are based on the options your company uses and what your user role allows you to access. The topics covered in this section are all of the options that may be available.

Access the administration tools by clicking Tools on the menu of the Dashboard.

(Note: The tools options shown depend upon user access configuration.)

 

In This Section

Administration

Change My Information

Broadcast Message

Manage Business Partners

Manage Underwriting Questions

Configuration Settings

Manage Additional Fields

Reassign Valuations

Group Processing

Introduction to Field Information Transfer (FIT)

FIT Setup Overview

Help file last modified: 7/26/2018