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