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Training

Agency Management Systems


Comparative Rating Systems

 

Webinars

QuickFile Agency Management System

Training On Demand

Click on one of the following links to view previously recorded Webinars on-demand:

Note: These are recorded versions of our live Webinars; you are unable to ask questions during the viewing of these videos.

Go to our Events page to view a list of our upcoming Webinars.

QuickFile Introductory Training Webinars
  • QuickFile Standard Edition Training - Utilities
    Date Added: 12/2/2008

    This training session will cover the entire process to set up your QuickFile™ Utilities Drawer. Learn how to set up the following items in this section:

    - Sources
    - Agents & Producer Commission
    - Company Commissions
    - Default e-mail settings
    - Default agency settings
    - Logo’s for your Letterhead
    - And Much More…

    We will also show you different tips and tricks to making your management system run smoother through the Utilities Drawer. New Users will start here with the training.
  • QuickFile Enterprise Edition Training Session - Utilities
    Date Added: 12/2/2008

    This training session will cover the entire process to set up your QuickFile™ Utilities Drawer. Learn how to set up the following items in this section:

    - New Users
    - Sources
    - Agents & Producer Commission
    - Company Commissions
    - Default e-mail settings
    - Default agency settings
    - Logo’s for your Letterhead
    - And Much More…

    We will also show you different tips and tricks to making your management system run smoother through the Utilities Drawer. New Users will start here with the training.
  • QuickFile Training Session #2 - Clients Drawer
    Date Added: 12/2/2008

    This training session gives you an overall understanding of the entire Clients Drawer. We will give you the necessary tools to enter a new client and policy. We show you how to take a down payment and receive money for a bill. Learn how to invoice a client for a billing entry. Understand the correct procedure for scanning and attaching images in QuickFile. Everyone in your office should view this training webinar.
  • QuickFile Training Session #3 - The Remainder of QuickFile
    Date Added: 12/2/2008

    This training session covers the remainder of the QuickFile System. We will give you an overall look at the remaining features of QuickFile. You learn how to work with the Rolodex, QuickWord, Reports, Mailroom and other important functionality of the software. Many of the items discussed give you a broad understanding of the basic functionality of the software.

Specialty Training Webinars
  • Advanced QuickFile Training – The Mailroom
    Date Added: 6/25/2009

    In-depth training on using the Mailroom feature in QuickFile. You can use the Mailroom feature to send personalized letters to groups of clients, based on selection criteria that you specify. This training session is a recording of our live Lunch and Learn Webinar presentation from 06/24/2009.
  • Advanced QuickFile Training – Reports
    Date Added: 5/13/2009

    In-depth training on standard reports and custom reports in QuickFile. This training session is a recording of our live Lunch and Learn Webinar presentation from 05/13/2009