Resource Center

Training calendar

The more familiar you are with WinRater, the smoother your workflow will be. Whether you want to learn the basics, use advanced tools to sell more and look more professional, or help your entire agency unlock WinRater’s full potential, we have a webinar for you. Click an event below for more information and to register.

Aug. 15, 10:00 a.m.: WinRater Basic Workflow and SinglePoint Setup

Are you running WinRater/SinglePoint at peak efficiency? Join Boston Software trainer Michele Gillen for a thorough, fast-paced tour of WinRater workflow basics, including SinglePoint setup, that will help optimize your workflow. Appropriate for both new and experienced WinRater users, the webinar will cover:

  • WinRater Home and Auto basic rating workflow – Learn how to set up defaults for coverages, options, and endorsements to turbocharge the quoting process.
  • Getting going with SinglePoint – Learn how to create a SinglePoint account, set up carrier credentials, and more. Michele will also explain the role of the SinglePoint account manager.
  • New quote presentation – Step up your marketing game! Learn how to make a strong and professional impression using WinRater’s HTML (stylish!) quote feature.
  • Explore the Resource Center – Our Resource Center is loaded with helpful guides, tips, and tools to keep your workflow at cruising speed. Michele provides a quick tour.
  • Troubleshooting tips – Learn how to identify common quote errors and how to fix/avoid them.

Register

Sept. 12, 10:00 a.m.: WinRater Basic Workflow and SinglePoint Setup

Are you running WinRater/SinglePoint at peak efficiency? Join Boston Software trainer Michele Gillen for a thorough, fast-paced tour of WinRater workflow basics, including SinglePoint setup, that will help optimize your workflow. Appropriate for both new and experienced WinRater users, the webinar will cover:

  • WinRater Home and Auto basic rating workflow – Learn how to set up defaults for coverages, options, and endorsements to turbocharge the quoting process.
  • Getting going with SinglePoint – Learn how to create a SinglePoint account, set up carrier credentials, and more. Michele will also explain the role of the SinglePoint account manager.
  • New quote presentation – Step up your marketing game! Learn how to make a strong and professional impression using WinRater’s HTML (stylish!) quote feature.
  • Explore the Resource Center – Our Resource Center is loaded with helpful guides, tips, and tools to keep your workflow at cruising speed. Michele provides a quick tour.
  • Troubleshooting tips – Learn how to identify common quote errors and how to fix/avoid them.

Register

Oct. 18, 10:00 a.m.: WinRater Basic Workflow and SinglePoint Setup

Are you running WinRater/SinglePoint at peak efficiency? Join Boston Software trainer Michele Gillen for a thorough, fast-paced tour of WinRater workflow basics, including SinglePoint setup, that will help optimize your workflow. Appropriate for both new and experienced WinRater users, the webinar will cover:

  • WinRater Home and Auto basic rating workflow – Learn how to set up defaults for coverages, options, and endorsements to turbocharge the quoting process.
  • Getting going with SinglePoint – Learn how to create a SinglePoint account, set up carrier credentials, and more. Michele will also explain the role of the SinglePoint account manager.
  • New quote presentation – Step up your marketing game! Learn how to make a strong and professional impression using WinRater’s HTML (stylish!) quote feature.
  • Explore the Resource Center – Our Resource Center is loaded with helpful guides, tips, and tools to keep your workflow at cruising speed. Michele provides a quick tour.
  • Troubleshooting tips – Learn how to identify common quote errors and how to fix/avoid them.

Register

Nov. 15, 10:00 a.m.: WinRater Basic Workflow and SinglePoint Setup

Are you running WinRater/SinglePoint at peak efficiency? Join Boston Software trainer Michele Gillen for a thorough, fast-paced tour of WinRater workflow basics, including SinglePoint setup, that will help optimize your workflow. Appropriate for both new and experienced WinRater users, the webinar will cover:

  • WinRater Home and Auto basic rating workflow – Learn how to set up defaults for coverages, options, and endorsements to turbocharge the quoting process.
  • Getting going with SinglePoint – Learn how to create a SinglePoint account, set up carrier credentials, and more. Michele will also explain the role of the SinglePoint account manager.
  • New quote presentation – Step up your marketing game! Learn how to make a strong and professional impression using WinRater’s HTML (stylish!) quote feature.
  • Explore the Resource Center – Our Resource Center is loaded with helpful guides, tips, and tools to keep your workflow at cruising speed. Michele provides a quick tour.
  • Troubleshooting tips – Learn how to identify common quote errors and how to fix/avoid them.

Register

Dec. 13, 10:00 a.m.: WinRater Basic Workflow and SinglePoint Setup

Are you running WinRater/SinglePoint at peak efficiency? Join Boston Software trainer Michele Gillen for a thorough, fast-paced tour of WinRater workflow basics, including SinglePoint setup, that will help optimize your workflow. Appropriate for both new and experienced WinRater users, the webinar will cover:

  • WinRater Home and Auto basic rating workflow – Learn how to set up defaults for coverages, options, and endorsements to turbocharge the quoting process.
  • Getting going with SinglePoint – Learn how to create a SinglePoint account, set up carrier credentials, and more. Michele will also explain the role of the SinglePoint account manager.
  • New quote presentation – Step up your marketing game! Learn how to make a strong and professional impression using WinRater’s HTML (stylish!) quote feature.
  • Explore the Resource Center – Our Resource Center is loaded with helpful guides, tips, and tools to keep your workflow at cruising speed. Michele provides a quick tour.
  • Troubleshooting tips – Learn how to identify common quote errors and how to fix/avoid them.

Register