This is the first stop for anyone new to the Platform, learn the basics and how to navigate the platform.
These articles help users with managing their Account and Organization settings.
Create Cases, track them from start to finish, and use the Case Dashboard, statuses, and AI Case Assistant to stay on top of them.
Create, review, and update Policies, and use the Policy analysis tools to check coverage.
Manage the Asset properties on a Case and the Documents that support them, including how documents are uploaded, organized, and extracted.
See how a Case measures against its compliance requirements and how Risk Profiles determine those requirements.
Research carriers, compare coverage, and view market data and pricing to support your risk decisions.
Learn what Advocate's reports include and how to generate and export them.
Track outstanding action items across your Cases and manage your notifications in one place.
Follow how a Case moves through servicing, from onboarding through each renewal cycle.
Find answers to common problems and learn how to reach the Advocate team when you need more help.