Related Videos

This video highlights the process of managing communications during the values collection process.

This video shows how to set up exposure value tracking for locations and location folders.

This video highlights setting up emails and data entry screens for your users during a values collection process.

This video highlights setting up values collection groups. These groups allow you to customize the data each user enters in a values collection program.

This video shows how to use values trending to set next year's estimated exposure values based on this year's actual amounts.

This video shows how to use the Values Worksheet to enter exposure values across locations.

This video describes how to create and distribute custom safety audits.

This video shows how to create round robin assignments to automatically assign items to users based on caseload. For example you could assign claims to adjusters or inspections to inspectors based on existing caseload.