BIS introduces a major improvement to our client / policy upload section

Our November Tip at BIS introduces a major improvement to our client / policy upload section. See below to find out more 

March 28, 2025
A huge thank you to Caroline Coyle of CC Compliance Solutions and to the 475+ attendees. See you soon for the next one. Your CPD should be in your inbox now
October 15, 2024
Our October tip at BIS showcases the Client Portal feature! See the link below to find out more ⬇️ https://conta.cc/4gQvUdU