Free Webinar Training every Wednesday at 11:00 am CST

Select a Date to Register:

December:

January

You will learn:

• How to use the Insured's telephone number to populate fields
• When to use the keyboard vs. mouse
• When should I use Classification search
• How to get help:  Chat / Email support / "How are we doing"
• How to use "Eligible Carriers" pane
• How to Navigate
• How to "Request to Add A Class"
• How to identify unanswered questions
• How to use the Help bubble
• How to add additional coverages
• Learn about Quote statuses
• How to quote with different coverages
• How to compare coverages
• How to view your quote proposal
• How to request binding coverage
• How to use the carrier pick list & select producer codes
• How to edit existing quotes
• How workflow techniques