Introduction to Copilot

Have more questions? Submit a request

Copilot is where you can manage products, configure policy management, generate quotes, set up digital portals to sell insurance, and connect to third parties. The top navigation for Copilot changes depending on your account permissions and most people will not have access to everything. Everyone has access to the dashboard, the other items are:

Articles in this section

Was this article helpful?
0 out of 0 found this helpful