What should users configure first when starting with the software?
A: Users should begin by reviewing and configuring the Settings page.
Q: What information should always be kept updated?
- Profile page: The address entered here will appear in the email footer if no Branches are configured. If you use Branches, ensure the Agency structure is completed instead.
- Staff list
- Agency structure
- Insurance companies and business codes
Q: Why is the staff list important?
A: Keep the staff list up to date to enable email personalization and display the correct CSR in the email signature.
Q: What happens when a new carrier or policy type is added?
A: The system sends an automatic notification prompting the user to update it in the settings.
Q: Why is updating carriers and business codes important?
A: So Pathway can correctly categorize policies and campaigns.