Agent Tutorials
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’S
TRAINING VIDEOS
How to Quote
3 mins
Watch our quick tutorial showcasing the quoting process.
How to Bind
5 mins
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.
TIP 01
John L’s tip
TIP 02
If you’re adding a second mortgagee, please reach out to customersupport@swyfft.com.
TIP 03
ISAOA/ATIMA needs to be added in the Bank Name, not in the mailing address line.
OTHER VIDEOS
DEMO VIDEOS
HOMEOWNERS DEMO
37 SECONDS
Watch It in Action: From quote to bind to policy in your inbox in only seconds.
ADMITTED COMMERCIAL
55 SECONDS
From quote to bind to policy to your inbox in under a minute. Watch our short commercial lines demo video.
AGENT TRAINING
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.