Webinars
Insurance xdate
Webinar Series
Knowing is half the battle.
Need a refresher? Looking to learn more? Join us for our recurring webinar series. Registration is required!
Hot Leads & Lead Capture
Learn more about our Lead programs- how it works, the handoff, best practices and what to expect.
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.
