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Best Practices
Best Practices
Tips and tricks to maximize your efficiency
By Peter and 3 others
4 authors
11 articles
Where do customer messages display?
Turn Email Notifications On or Off
How to Import Risk Data
Email Templates for Introducing Wunderite
How to Hard Refresh in Wunderite
Filtering Risk Profiles (All Profiles vs. My Profiles)
Using Wunderite on Tablets and Smart Phones
Implementation
Whitelist emails so they don't go to SPAM
Export from my AMS
Export Customer List from AMS360
Export Schedules from AMS360
Import AMS360 Policy Exports to Wunderite