| BASICS | ACCESS | WEBMAIL | HELPFUL LINKS | MISC |
|---|---|---|---|---|
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What is APEX?
The system replacing eCMS and Agency Dashboard.
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What is Direct Mailers?
Where to find mailers
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What is Outlook?
Where to start your connection of webmail to APEX
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What is Preference Center?
You can set which producers get leads here
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What is 6?
Number of Reports Available in Agency Deep Dive
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What is the Alerts List tab?
The tab that is used to access your Alerts in APEX.
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What are Renewal Alerts?
Where you can access Renewals
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What is Customer Management?
Biggest reason to sync Webmail
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What is Tell Us What You Think?
You can leave APEX improvement feedback here
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What is the pin button?
How to put your favorite lists or reports as the first you see when clicking corresponding tab
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What is a lead?
This is the stage where a prospect first enters the the APEX system to be worked.
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What is APEX Analytics?
Where you can locate External Links
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What is Salesforce?
Button to select to start webmail merging
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What is My Agency?
Find all your Agency's information here
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What is Cloning a list?
Creating a secondary list to work based on a list in APEX
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What is Household View?
Where you can view all members of Household in APEX.
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What is the Campaigns tab?
Where to access your current Campaigns
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What is the Salesforce Panel?
Information accessible from your Outlook after merging
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What is APEX Training?
Find more APEX training and resources
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What is bulk email?
Sending a large amount of emails at one time
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What is a sticky note?
When applied, this is the first thing you see when opening Household View.
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What is Public Reports?
Where to find other reports created by Farmers employees?
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What is Custom Domain?
The button to avoid imputting login information when merging email to APEX
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What is Product Platform?
Get more information on Products
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What is the Insurance Policies tab?
View policies by series code
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