Trial Period

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kmiller40359

12 Jan, 2019 09:10 PM

I have tried the trial period in the past but never got past that. I am ready to move forward in securing an account but have a couple questions about transferring existing data from Your Insurance Office program. Please call so we can talk.

Thank you....

Keith Miller
502-514-1176

  1. Support Staff 1 Posted by Bond on 14 Jan, 2019 05:09 PM

    Bond's Avatar

    Hi Keith, I left you a voice message, but you'd just get the spreadsheet from YIO, check our field names and create any custom form fields you need prior to importing (and add in any carriers/products if you're importing a book of business). Then go to leads or clients and choose Import. You'll upload the file and then map any field names that aren't exactly like we have them listed (ie, map Lead Name to Name).

    I'm happy to answer any other questions here or if you'd like to call me back. Thanks!

  2. 2 Posted by Keith Miller on 14 Jan, 2019 07:47 PM

    Keith Miller's Avatar

    Hi Danielle,
    I was wanting to know how to set up a trial account so I can get in there and play around a bit first. When I go to sign up for a trial, it says that I have an account or something. It won't let me do anything.

    Thanks....Keith

  3. Support Staff 3 Posted by Connors on 15 Jan, 2019 12:01 AM

    Connors's Avatar

    Looks like there were three old free trial accounts under your email address.

    We deleted those, so go ahead and create a new Free Trial.

  4. Connors closed this discussion on 15 Jan, 2019 12:01 AM.

  5. kmiller40359 re-opened this discussion on 15 Jan, 2019 01:02 AM

  6. 4 Posted by kmiller40359 on 15 Jan, 2019 01:02 AM

    kmiller40359's Avatar

    Thank you very much.
    Keith MillerOwenton, KY.502-514-1176

    Sent from Yahoo Mail on Android

  7. Connors closed this discussion on 15 Jan, 2019 01:02 AM.

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