Smartr365

Support and General FAQ's

I need to change my login email

Settings

Your Guide to the Toolbox Integration

Cases

Submitting an Insurance Referral

Home Insurance

How do I import Mortgage cases?

Accessing and Converting Protection and Business Insurance Leads

How can I upload leads or cases into the platform? 


Leads Pool

In-Platform Reports > PowerBi guide

Reports

Experian Adviser Guide

Experian

How to share screen on Teams

FAQ's

Find answers and get help from Intercom Support and Community Experts

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