![edvisor-help1-1.png]](https://help.edvisor.io/hs-fs/hubfs/edvisor-help1-1.png?height=40&name=edvisor-help1-1.png){kind=small}
Edvisor
How to use the Edvisor for Agents platform
Account & Settings
- How to set up your Edvisor account
- Personal Settings: How to set personal information on Edvisor
- Office Settings: How to manage your offices on Edvisor
- Team Settings: How to manage your team on Edvisor
- Company Settings: Add your company information to Edvisor
- Payment Settings: How to manage your Edvisor subscription
- How to set team roles
CRM & Student Management
Search
Quote
Applications & Invoices
Providers Management
Insurance
- How to search and book insurance on Edvisor
- How to manage your insurance providers on Edvisor
- How to manage and process insurance bookings on Edvisor
- Insurance Processing Times
- How to modify an insurance booking
- How to cancel an insurance booking
- How to edit your insurance sales price
- How to Share an Insurance Payment Link
Billing
Troubleshooting
Sales
- What is a 'Sale' on Edvisor
- How to create a 'Sale' on Edvisor
- Understanding the Sales section
- How to Filter and Export Sales Data in Edvisor
- How to send and request student files
- What is the Student Portal
- How students can access your Student Portal
- How to Create and Set Up Email Templates for Payment Reminders
- How to Configure Payment Reminders on Edvisor