laura.capozzi
Iress Contributor
Iress Contributor🤓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...
rainier.reyes
Advisely Team
Advisely TeamThanks for sharing laura.capozzi! Always a good feeling to be able to choose where you land 🛬
Recent Discussions
Related Content
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...
Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave?
Why?
Be confident that tasks are not falling through the cracks when someone goes...
