AgentDirectExpress Best Practices

AgentDirectExpress Best Practices

Free Webinar Training every Wednesday at 3:00 pm CST

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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