Frequently asked questions (FAQ)

For Advisors

• How do I access the platform and set up my profile?
  Welcome to Onesurance

• Where do I find explanations for my action lists?
  Top Defend | Top Sales | Top Care

• How do I interpret customer priority in my lists?
  The 6 customer segments explained

• How do I record a contact moment or add feedback?
  Top Defend

• What do the signals and scores mean with a customer?
  Churn | Customer Lifetime Value

For Managers

• How do I access and filter the Management Dashboard?
  Commercial Dashboard

• How does segmentation of my portfolio work?
  Definitions & concepts

• How do I measure my team's performance?
  Commercial Dashboard

• How to give new advisors access
  Onboarding process

• What reports are available within Onesurance?
  Commercial Dashboard

For IT/Technical Management

• Exactly what data does Onesurance need?
  Required data

• How do I submit data (and where is a manual)?
  Data sharing

• How do I create and maintain an integration with Onesurance?
  Integration

• What should I be aware of regarding privacy and AVG?
  Data Sharing

General

• Where can I find explanations of terms and concepts?
  Definitions & Concepts

• Where can I go for support?
  Welcome to Onesurance

• How can I give feedback or report a suggestion?
  Welcome to Onesurance

• How do I stay informed of updates?
  Onboarding process (or a future release notes page)