Implementation Readiness Pack

Implementation Readiness Pack

🧭 Readiness Pack


Welcome! 
While we prepare for your first implementation meeting, here are a few steps you can take to get a head start. 

🔹 Step 1: Prepare Your Data

📁 What to do:

  • Identify key data sources
  • Review our data import templates
  • Clean and format your data for import
See the article here 



🔹 Step 2: Set Up Your Account Basics

✅ What to do:

  • Update your company information - 🎥 Watch
  • Add your locations and service areas -🎥 Watch
  • Add your first team members
  • Add your customers and agents/carriers


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