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Knowledgebase

  1. Portal Home
  2. Knowledgebase
  3. 02. Sales
  4. 2.11 Insurance

Articles

Adding an Insurance Company to Swim

To add an insurance company name, go to utilities, insurance (towads the bottom), insurance company

Comprehensive Guide to Jewelsure

Introduction to Jewelsure: Jewelsure is a unique integration with the Swim software that...

How to create an insurance quote and invoice

You can create an Insurance sale by following the steps below: Start by creating a new sale...

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