Getting started
Try the demo first
See the whole portal with sample data before you sign up.
The demo is the real advisor portal filled with sample customers, policies, leads and claims. You do not need an account, and nothing you do is saved. Everything you see in these docs, you can try there.
- Open indsure.in/agent/playground.
- A welcome card offers a short tour. Press Start the tour, or Explore on my own.
- The tour walks you through eight screens. Press Next to move on, Back to go back, or the cross to stop.
- To start the tour again, press Take the tour in the green bar at the top.
- When you are done, press Exit demo.