Webinars
Insurance xdate
Webinar Series
Knowing is half the battle.
Need a refresher? Looking to learn more? Join us for our recurring webinar series. Held Tuesday through Thursday. Registration is required!
Search Menu, Groups & List View
This webinar series will take a detailed look at the search menu, cover some example searches, tips and tricks. We’ll also cover Groups and Exporting. (30 minutes)
Policy Details & Production Features
Here we will cover the Policy details section, and related data such as DOT and OSHA. We’ll also cover productivity features like notes, click to call and calendar integrations. We will also take a look at how to email directly from the site and the mobile app.
