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.