Migrating a client to Autopilot is simple. Here is a brief video some quick steps to get started:
- First, log into Riskalyze and open the client you wish to migrate.
- On the upper right of their profile, click "Autopilot."
- Click "MIGRATE" next to the account you want to migrate.
- Choose a model from the drop-down, then click "Generate Transfer Forms."
- Follow the next few steps to initiate the DocuSign process.
Once your client has reviewed and approved the transfer forms, the migration to Autopilot will be complete!