Resource Center

Training calendar

We offer a variety of live training webinars to keep our customers up to speed on SinglePoint’s features and functionality. We also run occasional webinars focused on rating specific carriers. Click on an event below for more information and to register.

Nov. 14, 10:00 a.m.: Rating Mass Fair Plan in SinglePoint

Every agent needs to know how to rate MA Fair Plan. Join Boston Software Trainer Michele Gillen for a live webinar and learn how its done in the new SinglePoint Rating software. Topics will include:

  • Home rating requirements
  • Multiple protection classes
  • Named Storm deductible
  • Dwelling Fire rating requirements
  • Condos rented out
    – and much more

Register

Nov. 27, 11:00 a.m.: All About Forms in SinglePoint

The workflow in SinglePoint is very similar to the workflow in WinRater, with a few exceptions. One of those exceptions is forms. Rather than accessing a formviewer, users must now log in to SinglePoint in order to manage forms.

Join Boston Software’s Michele Gillen as she reviews the basics of using forms in SinglePoint. The topics that Michele will cover include:

  • Creating pre-filled forms
  • Creating blank forms
  • eStamping forms
  • Finding saved forms
  • Deleting forms

The webinar will conclude with a question-and-answer period. Hope to see you there!

Register

Nov. 28, 10:00 a.m.: Rating Mass Fair Plan in SinglePoint

Every agent needs to know how to rate MA Fair Plan. Join Boston Software Trainer Michele Gillen for a live webinar and learn how its done in the new SinglePoint Rating software. Topics will include:

  • Home rating requirements
  • Multiple protection classes
  • Named Storm deductible
  • Dwelling Fire rating requirements
  • Condos rented out
    – and much more

Register

Dec. 18, 10:30 a.m.: Rating Travelers in SinglePoint

Agents who write with Travelers Insurance want to be sure they’re getting it right in SinglePoint. This webinar will deliver that confidence. Boston Software Trainer Michele Gillen will be joined by Jeff Capobianco and Chris Barter from Travelers for a live, “carrier confidence” webinar that will explore the ins and outs of rating Travelers in the new SinglePoint software. Topics will include:

  • Rating workflow for Auto and Home
  • Travelers-specific endorsements, options, and discounts
  • Tips for bridging quotes
  • – and much more!

The webinar will conclude with a question-and-answer period, so you can go one-on-one with the experts.

Register