Training
How your team learns the platform
Training is delivered as a sequenced curriculum: configuration first, then daily workflow, then the specialist motions your agency elected. Sessions are scheduled to the content, not to a clock.
Setup & Configuration
2 sessionsAgency Configuration, Agency Customization
Core Workflow
1 sessionNavigation, Searching & Core Workflow
Sales & Service
3 sessionsProducer / Sales Workflow, CSR Service Workflow, Renewals & Retention
Billing
2 sessionsBasic Billing, Advanced Billing
Commissions
2 sessionsAgency Commissions, Agent Commissions
Reporting
1 sessionReporting
Optimization
1 sessionOptimization
Session sequence
- 01Agency ConfigurationSetup & Configurationsingle session
- 02Agency CustomizationSetup & Configurationextended session
- 03Navigation, Searching & Core WorkflowCore Workflowsingle session
- 04Producer / Sales WorkflowSales & Serviceextended session
- 05CSR Service WorkflowSales & Serviceextended session
- 06Renewals & RetentionSales & Serviceextended session
- 07Basic BillingBillingsingle session
- 08Advanced BillingBillingsingle session
- 09Agency CommissionsCommissionssingle session
- 10Agent CommissionsCommissionssingle session
- 11ReportingReportingsingle session
- 12OptimizationOptimizationsingle session
Your agency receives the sessions belonging to the training categories elected on your order form. Each elected category includes design and delivery. The teaching groupings above organize the listed sessions; they are not separate purchased categories.