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QuickFile Training Videos

See just how easy learning can be with QuickFile & QuickQuote Training Online.

QQ Solutions is pleased to offer on-demand video training. Training offers our clients 24/7 access to high quality tutorials produced just for you.

Learn how to use and integrate QuickFile with step-by-step tutorials on new features, key workflows, and advanced techniques. Use the navigation below to view tutorials or visit the QQ Solutions YouTube Channel.

  • QuickQuote Training PDF QuickQuote Training Video Miscellaneous: Automatic Updates
    Date Added: 11/7/2008 12:00:00 AM

    A summary of the new automatic update feature for QuickQuote and QuickFile.
  • QuickQuote Training PDF QuickQuote Training Video Miscellaneous: Downloads Through IVANS
    Date Added: 10/7/2008 12:00:00 AM

    Using QuickDownload to automatically download and process electronic transactions from your insurance companies through the IVANS® service. Quickdownload will enter client and policy information for these transactions into QuickFile.
  • QuickQuote Training Video Miscellaneous: Advanced Clients and Policies
    Date Added: 9/25/2008 12:00:00 AM

    Description of several advanced features in QuickFile, including sending email, the Set Important Note feature, the Policy History button, the Endorsement History button, Garaging/Property Address, the Policy Description field, and an explanation of Premium Down Payment vs. Total Down Payment.
  • QuickQuote Training Video Miscellaneous: Assigning Receipt Numbers
    Date Added: 9/25/2008 12:00:00 AM

    QuickFile will automatically assign a receipt number which increases by 1 each time a receipt is printed. This video explains how the process works, and shows you how to change the receipt number.
  • QuickQuote Training Video Miscellaneous: Using the Rolodex
    Date Added: 9/25/2008 12:00:00 AM

    Rolodex is a separate contact management application included with QuickFile. It stores contact information for insurance companies, mortgagees, loss payees, certificate holders, and employees. This video provides an overview of the features available in Rolodex.
  • QuickQuote Training PDF QuickQuote Training Video Miscellaneous: Print/Email/Fax Features
    Date Added: 6/20/2008 12:00:00 AM

    An overview of the Print/Email/Fax feature, which allows you to choose between sending items to the printer, sending by email, or faxing. Using this feature will allow you to attach letters, images, and forms to your message.
  • QuickQuote Training PDF QuickQuote Training Video Miscellaneous: QuickFile Help Menu
    Date Added: 5/6/2008 12:00:00 AM

    An overview of the Quick Help menu: Keyboard shortcuts to perform common tasks more quickly. Also includes instructions to display the last 10 clients accessed, how to undo changes made to the Clients screen and the Policies screen, and how to merge 2 clients.