Things I wish I had known when I first started.
Where to Start
How to get the most out of your Community.
Get assistance from a broad source of resources.
Conferences, PD days, training, webinars, etc.
|Introducing XPLAN Labs 3 months ago||by echen|
|When a client passes away 2 years ago||by Michael Kinens|
|Client Appointment Reminder via SMS/TXT message 2 years ago||by Michael Kinens|
|Risk Researcher: Accessing Rate My Insurer, C-MAP, and S&P ratings 2 years ago||by Michael Kinens|
|How I have created easier Review & FDS processes 4 months ago||by 2708|
|Advanced Tips & Tricks for New Users 12 months ago||by Michael Kinens|
|'How to find Us' - including directions in appointment confirmation emails 1 year ago||by Michael Kinens|
|What is the deal with Cases? 1 month ago||by Loren Lane|