Clients Tab
Carmen Lockhart avatar
Written by Carmen Lockhart
Updated over a week ago

You can import existing clients by selecting "Import" on the right, downloading the CSV template, and filling out the required fields. You can also click “Export” to pull a list of your clients and their details.  

Click the client's name to view their details. There is also a checklist of steps they need to take in order to effectuate their plan, such as premium payment or document uploads

You can also submit Report Changes, and view Eligibility Notices from this page.


Note: For more details on making payments, or uploading documents, click here: Document Uploads, Making a Payment

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