{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1efceb620a4a4c8896b5502d4a442b04\" frameborder=\"0\" width=\"1480\" height=\"1110\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1110,"width":1480,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1110,"thumbnail_width":1480,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1efceb620a4a4c8896b5502d4a442b04-ed9da7e2ba2bdf79.gif","duration":85.79,"title":"Merging Carriers and Institutions in Business Management","description":"In this video, I walk you through the process of merging carriers and institutions within our system. I highlight the importance of retaining Allianz Life, as it has products attached and is linked to 17 of my clients. To complete the merge, I demonstrate how to navigate to the three-dot action menu and select the institutions to merge. Please ensure you check for any duplicates in your accounts and follow the steps I outlined to streamline your records."}