The Producer Search page allows you to quickly find producers near a specific area by skipping the segmentation process. You can: Double-click anywhere on the map to create a search radius of up to 10 miles (use the + and – icons to select the number of miles). Enter latitude and longitude values manually. Input a
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Customer Portfolios Overview
The Customer Portfolios page serves as a centralized workspace where you can organize and manage groups of leads, prospects, and customers. In this page producer information, territory insights, and field data come together. You can access the Customer Portfolios page by selecting a Portfolio from the Home page, or by choosing the folder icon on