Customer Portal 2.0: An Enhanced Portal for Increased Success

Join us for an exclusive webinar introducing the new and improved features in our Customer Portal. Designed with your needs in mind, the updated portal offers enhanced features, improved navigation, and powerful tools to better serve both you and your clients. During this session, we’ll walk through key upgrades, demonstrate how to get the most out of the new platform, and highlight the added value it brings to your daily workflow. 

What you’ll learn: 

• Understand the benefits of the enhanced Customer Portal 2.0

• Learn the step-by-step process for transitioning to the new Customer Portal

• See the latest features and improvements added since our September 2024 webinar