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1. Welcome! (Click Here First!)
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You are in the right place! WELCOME! 

We are so glad you are here!

 

In this onboarding you will learn how to sign in to Understanding, and how to navigate all the available tools.

We look forward to working with you!

 

Who is AgencyKPI?

The AgencyKPI team is an unparalleled combination of experienced insurance industry leaders, exceptional data scientists, talented software developers and driven business strategists — and we love the work we do.

 

Meet our team, we are so excited to be working with you!

 

 

Where in the world are we?

We are proud to have team members spread across the country. Our fully remote setup allows us to tap into talent from various corners of the world.

 

 

How should I use this University section?

This collection of help articles is designed to guide you through your onboarding journey with Understanding. We've numbered the articles in a suggested order to make the process seamless, but feel free to explore at your own pace and jump to the topics that are most relevant to you.

To help you track your progress, we've also included a printable checklist attached to this page. You can use it to check off completed sections as you go, ensuring you cover everything you need.

 

Take your time, click around, and get comfortable with the tools available to you. Let's get started!

 

Click here for Section Two - Setup Steps

Attachments:

University_Checklist.pdf
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