It is
officially "that" time of year. Yep, back to school, and maybe it's time
for a BrokerAdvantage refresher course. Whether you’re a seasoned pro
or an industry
newcomer, there is great value to be found in each of our 3 FREE
BrokerAdvantage Training sessions we offer to all customers.
The Basic
System Training includes general set-up, licensing information and carrier
set-up. CRM Training instructs you through basic
lead input, importing leads, client management and system navigation. For those of you who have upgraded to the Pro
version of BrokerAdvantage, this special session of BrokerAdvantage Pro Training shows you how to use the enhanced BA
Connect feature as well as setting up your consumer portal.
Perhaps the most beneficial aspect of each training
session is the Q&A time. Brokers in
the same position as you ask thought-provoking questions and offer great tips
for creating a seamless sales process.
These three BrokerAdvantage Training sessions
are scheduled each week on Monday and Wednesday:
·
Basic
Training at 1:30pm (EST), MW
·
Pro Training
at 2:30pm (EST), MW
·
CRM Training at 4:00pm (EST),
MW
Before you grab a pen and paper to write this
down, log into your broker portal and check out the training “widget” on your
home screen. This handy training calendar
will ensure that you remain up-to-date on training times and receive maximum
benefit when utilizing the BrokerAdvantage tool. Just click “More Details” under your desired
time to view the complete log-on information.
I strongly encourage you to take advantage of
this great, free service. Having a more comprehensive understanding of the
BrokerAdvantage tool may be the edge you need to sign more clients. Training is brief, painless, interactive… and
even fun! I look forward to seeing you there! (No pop quizzes, I promise!)
