Tip: Browse through our basic video tutorials for help navigating our platform. For more in depth training, be sure to sign up for one of our LIVE Training Webinars.
How to Quote
Watch our quick tutorial showcasing the quoting process.
How to Bind
Review the short tutorial on how to bind a policy.
How To Update Mortgagee Information
1 min 20 seconds
Learn how to update Mortgagee information by reviewing our simple how-to video.
John L’s tip
ISAOA/ATIMA needs to be added in the Bank Name, not in the mailing address line.
Watch It in Action: From quote to bind to policy in your inbox in only seconds.
From quote to bind to policy to your inbox in under a minute. Watch our short commercial lines demo video.
LIVE WEBINAR TRAININGS
Newly appointed or simply want a refresher? Sign up for our LIVE training hosted by your favorite Marketing Reps every week. Each training takes you on a deep dive walk-through of our platform and ends with an open Q&A session.