Self-Service Onboarding
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      Welcome Video

      Streamline your onboarding experience with our self-service module. Discover best practices and tools to maximize the value of the Proformex platform.

      Below is a welcome video to kick off your onboarding, along with supporting materials to guide you through the process.

       

      Keys to a Successful Onboarding

      Onboarding Checklist


      Continue here for Training #1

      Additional Resources:
      How to Collect and Input Initial Policy Data

      Proformex Best Practices