Your platform, at a glance.

Manage your companies. Keep their agents informed.

Knowledge ReviewsLoading

—companies
need review

Loading submissions…

▦

Total companies

—

Across your platform

◉

Active companies

—

Enabled across your platform

Workspace

Find and manage every client.

Welcome your next client.

Loading submissions…

A heads-up when your clients have something ready for review.

✉ Email settings▣ SMS settings

Shared destinations for platform alerts.

Email addressSMS phone number

Enter your 10-digit number. Leave a destination blank to turn off that channel.

SMS frequency

New submissionsEmail and SMS when clients submit changes.Daily summary email at 7 AMA morning summary of submissions awaiting review.

Quiet hoursHold notifications during these hours. Shared with platform notification settings.

FromUntil

Time zone

Used for quiet hours and the 7 AM summary.

Delivery issues

Check these deliveries with the provider before retrying; their outcome may be uncertain.