Risk Management: How to Invite Delegates using ClearRisk... 

http://www.clearrisk.com/Manager/ This video explains how to set up a Delegate Account in ClearRisk Manager. Within ClearRisk Manager, the account owner has the ability to invite brokers to access the brokerage account. When invited, brokers will be prompted to set up their unique login and pass... More

http://www.clearrisk.com/Manag
er/ This video explains how to set up a Delegate Account in ClearRisk Manager. Within ClearRisk Manager, the account owner has the ability to invite brokers to access the brokerage account. When invited, brokers will be prompted to set up their unique login and password. Individual broker accounts are referred to as delegate accounts. It is important for every broker to set up his or her own delegate account for personalized client communication. Only the brokerage account owner can invite delegates. Here's how! Less

clearrisk

Added Jul 9, 2010  

Channel Education

Duration 1:10   |   views 108

VIP Comments 0

Recent Comments 0

Rating:

Tags risk management  risk  risk manager  risk management software  risk map  risk tools  risk solutions  clearrisk  risk management plan  broker  brokers  insurance  delegate  delegates  delegate account  risk tool  risk mitigation  risk analysis  risk assessment  risk tutorial  clear risk 

Permalink: