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Webinar: WinRater Auto and Home Workflow – Intermediate/Advanced

June 14 @ 10:00 AM - 11:00 AM

Agency Checklists, MA Insurance News, Mass. Insurance News

Details on Boston Software’s next WinRater Auto and Home Workflow – Intermediate/Advanced Webinar

Take your WinRater knowledge to the next level! Join Boston Software’s Crystal Silva and Michele Gillen for an inspiring tour of WinRater best practices and advanced techniques. Designed for users with a solid understanding of the WinRater basic workflow, this webinar will help ensure you’re using WinRater to its full potential.

Topics include:

  • Setting of defaults for agency, coverage, options and endorsements
  • RMV Lookup after WR quote is open; adding/deleting vehicles, drivers
  • HTML Quote Presentation
  • Forms and eStamps
  • Exporting data to/from a management system

Hope to see you there!

How to attend

Individuals interested in attending this webinar must register with Boston Software. Click this link to continue on to the Registration page on their website.

Details

Date:
June 14
Time:
10:00 AM - 11:00 AM
Event Category:
Event Tags:
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Website:
http://bostonsoftware.com/resource-center/training-calendar/

Organizer

Boston Software
Phone:
781-449-8585
Website:
http://bostonsoftware.com/index.php