Producer Results Manager

Use this on-demand training guide to understand:

PRM Permissions
- Learn how to navigate to Prospects within Service Accounts/Account Management.
- Understand how to give access and adjust settings.
PRM User Preferences
- Learn specific General user and Admin PRM preferences to customize dropdowns.
PRM Dashboards
- Learn about the Agency and Producer Dashboards within the PRM, how to filter reports and export.
- Learn about what the charts are specifically telling you within the Sales Pipeline.

Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
Support Articles: Designed to answer workflow questions by providing step-by-step instructions.

Use this section for understanding how adjust your PRM permissions and settings, your user preferences, and reading the dashboards and charts.