Step-by-step guides to get the most out of the platform — from your first login to advanced integrations.
Step-by-step walkthroughs with real screenshots for every major workflow on the platform.
Beginner
Your first-time setup — from invitation email to a fully configured account with company details, payroll, bank accounts, and locations.
Beginner
When your policy term ends — confirm everything is the same, or report company changes for your carrier to review.
Intermediate
Add new states, class codes, locations, change officers, or switch your payroll/software provider mid-term.
Beginner
Setup guide for payroll providers — company profile, data ingestion methods, platform education, and proof-of-file upload.
Intermediate
Submit your first payroll report via the API — authentication, request format, and handling async responses.
Intermediate
Configure webhook endpoints to receive real-time notifications for file processing and premium calculations.
Advanced
Set up secure SFTP file delivery — folder structure, naming conventions, and automated scheduling.
Advanced
Create policies, manage class codes and rates, configure locations, and handle the renewal lifecycle.
Advanced
Configure custom domains, branding, fonts, and colors for your carrier's employer-facing portal.
Advanced
Understand billing models, configure carrier fees, manage invoices, and set up ACH collection.
