AgentDirectExpress Best Practices

AgentDirectExpress Best Practices

Free Webinar Training every Wednesday at 3:00 pm CST

Select a Date to Register:

Wed, May 29, 2013 3:00 PM - 4:00 PM CDT
Wed, Jun 5, 2013 3:00 PM - 4:00 PM CDT
Wed, Jun 12, 2013 3:00 PM - 4:00 PM CDT
Wed, Jun 19, 2013 3:00 PM - 4:00 PM CDT
Wed, Jun 26, 2013 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)

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