Getting Started
1. Login to careinadvance.com. Once you are logged in, you will see the Birthdays event boxes. Since the coverage and premium for many insurance policies de...
Thu, 16 Jun, 2022 at 11:43 AM
With this feature you are able upload lists and assign a different status to each list. This will enable you to distinguish between your Clients, Prospects ...
Thu, 16 Jun, 2022 at 11:44 AM
1. Searching Contacts by Birth Date 1. From list view, select “Advanced Search”. 2. Scroll down to the birth date section and select from the foll...
Wed, 15 Jun, 2022 at 1:50 PM
Shared Polices 1. With the new Joint Field Work feature, you can now view shared clients and shared policies. This will remove duplic...
Thu, 16 Jun, 2022 at 11:42 AM