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If you want to send a push notification individually: 

  1. Under ‘Report Type,’ select the ‘Users’ reports. 

  2. Search for the client under either the ‘Insureds Name’ or ‘Policy Number’ column. 

  3. Select the check box.

  4. Click the ‘Send Message’ button.

  5. Enter the ‘Subject’ of the message (this should be the title of the push notification).

  6. Enter the ‘Body’ of the message (this should be the main content of the push notification).

  7. Click the ‘Submit’ button.

Note: An email and push notification will be sent to the client. If the client has their push notifications turned off, the client will still receive an email.  

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How to Pull Reports in Excel 

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