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Edvisor
Edvisor
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Get the most out of your Edvisor profile
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Frequently Asked Questions (FAQ)
Sales & accounting
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Miscellaneous
Email
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Insurance Marketplace
About Edvisor Insurance Marketplace
Getting Started with the Insurance Marketplace
Student Insurance Finder
Insurance Providers: Global
Insurance Providers: Australia (OSHC)
Insurance Providers: Spain
Edcommerce
Setting up your account
Customizing your page
Working with providers
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Getting Started
EdWallet
Getting Started
Incoming Payments
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Help Center
Edvisor
Edvisor
Account & Settings
CRM & Student Management
Search
Quote
Applications & Invoices
Providers Management
Insurance
Billing
Troubleshooting
Sales
Edvisor Distribute
Account & Settings
Creating your Edvisor Profile
Adding your Prices
Agency Portal
Adding and updating your promotions
Receiving Applications
Growing your Agency Network
Get the most out of your Edvisor profile
Edvisor Recruit
Settings
Edvisor Insurance Marketplace
Students CRM
Marketing
Frequently Asked Questions (FAQ)
Sales & accounting
Tools
Provider Management
Miscellaneous
Email
Payment plan
Quotes
Insurance Marketplace
About Edvisor Insurance Marketplace
Getting Started with the Insurance Marketplace
Student Insurance Finder
Insurance Providers: Global
Insurance Providers: Australia (OSHC)
Insurance Providers: Spain
Edcommerce
Setting up your account
Customizing your page
Working with providers
Marketing Tools
Payments
Getting Started
EdWallet
Getting Started
Incoming Payments
Outgoing Payments
Edvisor
How to use the Edvisor for Agents platform
Account & Settings
Agencies: How to activate and quote the Onshore Prices?
Agencies: How to add a new office?
Agencies: How to set personal information / personal settings?
Agencies: How to set team roles?
Agencies: How to activate an account?
Agencies: How to add a new user (administrators only)?
Agencies: How to add the terms and conditions by office?
Agencies: How to configure status and checklist on Pipelines?
Agencies: How to delete an advisor?
Agencies: How to set Currency Exchange Rates?
Agencies: How to configure custom fields?
Agencies: How to create your bank information?
Agencies: How to delete a team member?
Agencies: How to customize the info of the company (Agency Discovery)?
Agencies: How to create Products?
See more
CRM & Student Management
How to create a new student?
Agencies: Importing Students from a File
Agencies: How to assign a student to an advisor?
Agencies: How to archive or delete a student?
Agencies: How to use the filters of Leads / Change Pipelines/ Use New information on student profile?
Agencies: Zapier + Edvisor
Agencies: How to Download CSV? (Admin Only)
Agencies: How to add a task - use the calendar to schedule tasks?
Agencies: "Notes" feature Improved
Agencies: New "Send Email" Feature
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Search
How to search for a course
Understanding the Search Results
Quote
How to create a new quote
Agencies: How to create a quote from a template?
How to preview a quote?
How to edit a quote?
Agencies: How to Send a quote?
Agencies: How to set up a promotion or a fee on quotes?
How to create a Custom Course for your quotes
How to add payment plans to your quotes
How to add a deposit to your quotes
See more
Applications & Invoices
Agencies: How to send an application to a School?
Agencies: How to start an invoice from quote?
Agencies: How to start an invoice from scratch?
How to download a Registration form (PDF)
Providers Management
Agencies: How to use the School Discovery feature? (Connect with a new school)
Agencies: How to accept New connections request from School Partners?
Agencies: Invite Schools feature
Agencies: Contracts and Commissions with Partner Schools
How to Request the Creation of Unverified School Profiles on Edvisor
See more
Insurance
Edvisor for Agents - Buy Couple and Family OSHC
Billing
Agencies: How agencies can update/change their credit cards on Edvisor?
Troubleshooting
Agencies: How to cancel Edvisor Subscription?
Agencies: How to reset your password?
Agencies and Schools: How to clear your browser cache
Edvisor's GDPR Plan
How to report a pricing error on Edvisor
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Sales
How to send and request student files
What is the Student Portal
How students can access your Student Portal
How to request payments on Edvisor
How to create a 'Sale' on Edvisor
What is a 'Sale' on Edvisor
How to enable Payments on your Edvisor account
See more
