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Insurance Agent Onboarding
What is WMPG?
WMPG Overview
Basic Pipeline & Entities
In Depth: How to Achieve A Bound Policy
Applications
Primary & Supplemental Applications
Insurance Language & Definitions
Application Scenarios
LeadZen (ActiveCampaign)
Understanding pipelines, stages, deals, and tasks
Deal - Terminology
How to Create a New Deal
The Active Campaign Education Center
Quickbase
How to Create a Proposal in insureme
Important Notes and Next Steps
Need Support? How to Submit a System Ticket
Preview the New Juno App on Quickbase
Juiced Sign
How to send a Proposal via JuicedSign (1:26)
Juiced Sign Management - Void, Resend, Review (1:38)
Juno App - Alesco Products Interim Process
Manual Proposal Template and InsCipher Calculations
How to send through Docusign - TEMP
How to use encypher
SOP: Support For Juno App Errors
How to Open, Assign, and Resolve a Ticket Internally
First Insurance Funding
First Insurance Funding Directory
How to Create a Premium Finance Agreement - New Business
Codes
Editing the start date on a Finance Agreement (3:31)
The Hartford
The Hartford Directory
Creating a New BOP Quote on the Hartford
Workman's Comp Quote on the Hartford
Additional Insured and How to Generate a Certificate
Service Change Request on The Hartford
Cancelations on the Hartford
SL Forms
What are SL Forms and Why do we need them?
Current Information for Each Form
Editable Forms for Each State
States where Client Action is required
AL SL Form
CA SL Form
Email Management - G Suite
How to Manage Agent Inbox
Renewal Email Management
Teach online with
First Insurance Funding Directory
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