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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.

June 21, 2:00 p.m.: WinRater Basic Workflow and SinglePoint Setup

Please join us on June 21 for a training webinar that will provide a review of WinRater basics as well as how to set up SinglePoint. This class is appropriate for both new and experienced WinRater users.

Topics include:

  • Creating a SinglePoint Account
  • The role of the SinglePoint Account Manager
  • Entering Carrier Credentials in SinglePoint
  • Basic Home and Auto Rating workflow in WinRater

Participants will have an opportunity to ask questions. We hope to see you there!

Register

June 29, 10:00 a.m.: Carrier Confidence Webinar: Arbella

Join Boston Software Trainer Michele Gillen and Arbella’s Ed Ducey for an Arbella-specific training webinar. Learn about new product enhancements and review existing rating workflow to ensure accurate Arbella quotes. Participants will have the opportunity to ask Michele and Ed specific questions. If you write with Arbella, you can’t afford to miss this webinar!

Register

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

Join Boston Software trainer Michele Gillen for a thorough review of Home and Auto rating in WinRater. Michele will highlight workflow best practices, and will also show participants how to:

  • set up an account in SinglePoint and add carrier credentials;
  • use the RMV prefill feature;
  • submit quotes to carriers;
  • and much more!

Hope to see you there!

Register