PlanStreet Agency Portal and its Features - Demo
Channel: PlanStreet Inc.
Date: 04/04/2023

Welcome to PlanStreet video tutorials. 
Today Brain will let you walk through how you can utilize the agency portal feature within PlanStreet to help work with the third-party organizations that may be helping you support the mutual case. It will allow you to be able to share documents for example and allow them to not only enter potential workflows into your system but also feed the others and communicate the progress updates on those already working with them.