Practical Use Cases
Explore short tutorials and examples showing how to use specific features in real-life scenarios.
7 articles
How to Inform Clients About the Mobile App and HR Portal: 3 Simple Strategies3 ways to tell clients about the app & portal and boost usage
How to Add Insurance Companies
Key Features of Renova for Sales, Support, and ClientsDiscover the core tools in Renova for servicing, sales team and end-users.
Settings: How to Customize Fields for HR DashboardWe’ll walk you through how to add specific fields to the HR dashboard that your HR team will need to fill out when managing employee insurance plans.
How to Track Agent Commissions in RenovaLearn how to assign commission amounts to your agents and track whether each payment has been made.
How to Upload an Investment PolicyThis article explains how to upload them manually or in bulk and how they appear in the mobile app for the insured user.
What’s included in each Renova product