Getting Started
Initial setup guide for users
2 articles
Importing
Learn how to bring your client, account, insurance, and household data into SurgeTK.
6 articles
Value Adds
Understanding Value Adds, what they are, and how to use them.
3 articles
Surge
Practical playbook for planning, running, and continuously improving focused client-meeting cycles.
4 articles
Security
Learn about SurgeTK security implementation
1 article
Integrations
Learn what integration SurgeTK offers and how to use them.
2 articles