video1.0<iframe src="https://www.loom.com/embed/1efceb620a4a4c8896b5502d4a442b04" frameborder="0" width="1480" height="1110" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11101480Loomhttps://www.loom.com11101480https://cdn.loom.com/sessions/thumbnails/1efceb620a4a4c8896b5502d4a442b04-ed9da7e2ba2bdf79.gif85.79In 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.