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Gain Deeper Insight Managing Key Person Events

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Gain Deeper Insight
Managing Key Person Events

Miles Chan, Ontra's VP / GM of Insight, showcases how to manage key person events.

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Additional Resources

Video Gain Deeper Insight with Red Flag Reviews

Miles Chan, Ontra’s VP / GM of Insight, showcases how to run red flag investment reviews.

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Video Gain Deeper Insight with Redlining

Use Insight to redline multiple provisions against a base provision.

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Video Gain Deeper Insight Recurring Reporting Requirements

Miles Chan, Ontra’s VP / GM of Insight, showcases how to manage recurring reporting requirements.

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