Advocate

How to sign in to Advocate using your email address and a one-time sign-in code.

How to Log in to Advocate

Three ways to reach Advocate support: in-app chat, email, or your Account Manager.

How to Contact Advocate Support

An overview of the Advocate homepage: the Dashboard, Sidebar, and Banner, and how to navigate between them.

Understanding and Navigating the Advocate Platform

This article will help users understand the various statuses found in the Advocate platform.

Understanding Statuses in the Advocate Platform

Steps to create a new case and set up policies using Advocate's Agentic functionality.

How to Set Up a Case and Policies with Agentic

The layout and features of the Case dashboard and the individual Case overview tab.

Navigating the Case Dashboard and Case Overview Tab

How to add a new policy to a Case and complete the required policy information.

How to Create a New Policy

Steps to create a new policy term in the Advocate platform.

How to Create a New Policy Term

This guide outlines the steps to review a policy in Advocate using either AI extraction or manual data entry.

How to Review a Policy

Two ways to pull a policy's outstanding compliance items: from inside the Policy, or from Case Intelligence.

How to Populate Policy Revisions

The tabs, search, and Group / View / Filter features of the Task Dashboard, and how to use them.

Navigating and Managing the Task Dashboard

This article provides an overview of tasks in the Advocate Platform, including how tasks are organized, the available task types, and the fields that make up a task.

Understanding Tasks

This article provides the steps required to create, assign, associate, and comment on a Task in the Advocate Platform.

How to Create an Escalation Task

Learn how to use the Premium Recap feature to view, edit, and group policy premiums for a Case.

Premium Recap

This article shows users where to find the Reports built into Advocate, what each report communicates, and how to filter, customize, and export them.

Understanding Reports

This article details the steps required to generate Coverage Reports for one or more Policies.

How to Generate Coverage Reports

This article explains the steps to Approve a Case and the steps which must be completed before a Case can be Approved.

How to Approve a Case

This Article shows the steps to create a custom Case Compliance Report in the Advocate Platform.

How to Build a Case Compliance Report

This article explains the steps required to use the Price Detail Report and create customizations to the report data.

How to Use the Price Detail Report

Core guides for getting started with the Advocate Platform

Advocate 101

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