eClips

This quick video demonstrates how to use the website Oanda for currency conversion into US$ (currency used in International Pol...

This quick video demonstrates how to associate a client to a case in FSC (a client to a policy )

This quick video demonstrates how to associate a case (policy ) to a client in FSC

This quick video demonstrates how to search for a policy number (CASE) in FSC

This quick video demonstrates how to search for a relationship between clients and cases in FSC

This quick video demonstrates how to search for a client's record in FSC

This quick video demonstrates how to update/add Alias in FSC in a client's record

This quick video demonstrates how to upload PORA document (evidence) into FSC

This quick video demonstrates how to enter SOF information into FSC for a high risk account

This quick video demonstrates how to enter SOF information for Medium risk accounts in FSC