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AgentDirectExpress Best Practices
Free Webinar Trayining every Wednesday at 3:00 pm CST
View Agenda
Select a Date to Register:
| Wed, May 2, 2012 3:00 PM - 4:00 PM CDT |
| Wed, May 9, 2012 3:00 PM - 4:00 PM CDT |
| Wed, May 16, 2012 3:00 PM - 4:00 PM CDT |
| Wed, May 23, 2012 3:00 PM - 4:00 PM CDT |
| Wed, May 30, 2012 3:00 PM - 4:00 PM CDT |
AgentDirectExpress
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
- Learn workflow techniques
- How to use Quick Quote
- How to quote a Lessor's Risk Only (LRO)
Return to AgentDirectExpress
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Local Phone: 214.295.1600