We don’t waste our time by TRYING new strategies every single time. We have this standard operating procedure to do it RIGHT. This article explains our systematic step by step process.
Book a Demo
You can schedule a demo via our website. You will have to option to select Zoom, Google Hangout or Phone as the medium for demo.
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Invoice Raising and Payment Completion
We will raise an invoice as per the demo and discussions. After the payment is completed, we will move forward to the next step.
A one hour session where you will get all the crystal clear idea about setting up the Admin.
After completing the payment, you can book this session anytime as per your convenience.
Ready for Admin setup. Book Now
Prospects to Policy Training
Once Admin training is completed, Policy training starts. It is divided into two parts.
Day 1: All basics including Adding Prospects and related, Policy Adding, Tracking etc. (30 minutes)
Book a Policy Training. Click Here
Endorsements and RFQ Training
Day 2: Endorsements, RFQs and Quote Comparisons. (10 minutes).
Endorsements and RFQ Training. Click Here
Claims Management Training
This session covers the entire claims management process in depth. (30 minutes).
Claims Management Training. Schedule Now
Accounts Management Training
This session helps to understand the accounts and its management. (30 minutes).
Accounts Training. Schedule Now