Designed for new and existing users, providing an overview and demo of the software and the services available.
The session will cover the following:
- Home screen overview, settings, updating default preferences
- Setting up My Quick Policies / Benefits
- Quick Quote
- How to apply
- How to company Multi Benefit / Multi Policy
- Document library
- Turning on/off certain providers
- Document downloads/prints
- Comparison reports
If you have any questions prior to the webinar, you are welcome to email us at firstname.lastname@example.org.