Guides Archives » Surer

Features Guides

Feature intro: Policy creation

Features Guides

Feature intro: Client bulk upload

Features Guides

Feature intro: My Proposal Templates

Guides

Video Tutorial Part 1: Getting started – managing your Profile, Client Directory and Referral Circle

Guides

Video Tutorial Part 2: Creating and sending a proposal

Guides

Video Tutorial Part 3: Managing a Proposal In Progress, Records and Policies

Guides

Video Tutorial Part 4: Managing a Referral and Referral Circle

Guides

Video Tutorial Part 5: Proposal co-creation and Drafts

Features Guides

Feature intro: your very own Digital Personal Assistant

Features Guides

Feature intro: Smarter KYC process with Proposal Co-creation feature