Step-by-step guides to get the most out of the platform — from your first login to advanced integrations.
Tour the carrier dashboard — policies, employers, insureds, payroll files, and billing at a glance.
How to upload a payroll file manually, track its processing status, and review validated results.
Walk through the 7-step onboarding flow — company info, bank accounts, locations, and payroll setup.
Submit your first payroll report via the API — authentication, request format, and handling async responses.
Configure webhook endpoints to receive real-time notifications for file processing and premium calculations.
Set up secure SFTP file delivery — folder structure, naming conventions, and automated scheduling.
Create policies, manage class codes and rates, configure locations, and handle the renewal lifecycle.
Configure custom domains, branding, fonts, and colors for your carrier's employer-facing portal.
Understand billing models, configure carrier fees, manage invoices, and set up ACH collection.