🤓Xplan Hint: Set your landing page

Did you know you can set your own landing page in Xplan? Why? Save time by being automatically directed to the page that you use the most, everyday. Using a landing page automatically directs...

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rainier.reyes

Advisely Team

3 months ago

Thanks for sharing laura.capozzi! Always a good feeling to be able to choose where you land 🛬

Recent Discussions

🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...
courtney.youngblutt
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xplan
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The Meeting System Myth: Why Structure Beats Style Every Time
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Form type Checklist in Notes for ongoing use?
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The Offshoring Blind Spot: How Poor Systems Cripple Profitability
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🤓 Xplan Hint: Client List - generating a report

Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into...

laura.capozzi Discussions

🤓 Xplan Hint: Policy Search

Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insura...

courtney.youngblutt Discussions

🤓Xplan Hint: Set your landing page

🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity

The Meeting System Myth: Why Structure Beats Style Every Time

Form type Checklist in Notes for ongoing use?

The Offshoring Blind Spot: How Poor Systems Cripple Profitability

🤓 Xplan Hint: Client List - generating a report

🤓 Xplan Hint: Policy Search