Help

How can we help?

Short guides for the things agents do most. Can't find it? Email support@anviik.com and a person will answer.

Getting started

Import your book from your old CRM or a spreadsheet Set up authenticator sign-in Your Today screen

Commissions

Upload a carrier statement What "needs attention" means

AEP

How AEP review ranks your book Enter a carrier notice

Visits and notes

Record a voice memo or a visit Send a scope of appointment

Account and billing

Export your whole book How referral credit works

Still stuck?

Email support@anviik.com with what you were trying to do. Leave client details out of the email; we'll ask if we need them.