What does it offer?
This service provides backup of the application data to a Firm at regular intervals.
How does it work?
Firm administrator can subscribe for this billable service. INSZoom enablement team will work with Firm administrator on setting up the secured FTP for data sharing and the frequency. Secured FTP login credentials will be shared. Once the service is on, Firms can access their data backup in CSV format from the secured FTP.
"Data Backup" is one of the services offered by INSZoom. Firm admins can subscribe to this service by clicking on the Subscribe button from Setup > Subscriptions module.