AdvantaCRM

The Health Section

The Notes & Activities Section

The Coverage Section

The Secure Information Section

Creating a Scope of Appointment (SOA)

The Documents Section

The Meetings Section

Learn how to add information to each section of the profile.

Sections

The Quote Center

Sharing a Quote

Quoting Medicare Plans

Reading Medicare Quote Results

Comparing Medicare Plans

Quoting Dental, Vision & Hearing Plans

Saving and Reopening Medicare and DVH Quotes

Quoting Hospital Indemnity Plans

Saving and Reopening Hospital Indemnity Quotes

Learn how to quote different types of coverage on a profile.

Quote Center

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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