Documentation
Welcome to Insureio Academy! Get familiar with Insureio and explore its features:
Dashboard
The central hub of Insureio. Manage, track, or follow a lead.
New Quote
A life insurance quoting and application form.
Reports
Create, save, and run reports on your data.
My Account
Your account homepage. Manage your information and settings.
Sections
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Pan-American RTT 1 Articles
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My Account 14 Articles
- How to Comply with California Insurance Code Section 1725.5
- Commission Splits
- Brands
- Payment Info
- Email Configuration
- Licensing and Contracting
- Staff Assignments
- Agent of Record
- Submission Options
- Changing Your Password
- Changing Your Login ID
- Personal Information
- Cancelling Your Subscription
- Subscription Levels
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Marketplace 1 Articles
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Marketing 12 Articles
- The Unsubscribe Function in Marketing Messages
- Custom Short Codes
- Marketing Tags: Best Practices
- Marketing Template Variables
- Marketing Headers
- Advanced Lead Tracking & Pre-Populating Fields using the Quoting Widget
- Email Blast Distribution
- Creating, Populating, and Using Marketing Campaigns
- Your Common Tags
- Marketing Links
- Marketing Templates
- Quoting Widget
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Agency Management 14 Articles
- Quote & Illustration Request Tracking
- How to Auto-Enroll Consumers in a Marketing Campaign
- How to Auto-Advance a Status
- Create and Use an Agent Script
- Link Duplicate User/Recruit Records
- Lead Distribution
- Membership Levels
- Creating a New Policy Status Rule
- Policy Status Rules: An Overview
- Production Summary
- Agent Recruiting
- Brand Assignments
- Creating a New Sub-User
- Users and Sub-Users