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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.

May 17, 11:00 a.m.: WinRater Basic Workflow and SinglePoint Setup

Please join us on May 17 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 14, 10:00 a.m.: WinRater Auto and Home Workflow - Intermediate/Advanced

Take your WinRater knowledge to the next level! Join Boston Software’s Crystal Silva and Michele Gillen for an inspiring tour of WinRater best practices and advanced techniques. Designed for users with a solid understanding of the WinRater basic workflow, this webinar will help ensure you’re using WinRater to its full potential.

Topics include:

  • Setting of defaults for agency, coverage, options and endorsements
  • RMV Lookup after WR quote is open; adding/deleting vehicles, drivers
  • HTML Quote Presentation
  • Forms and eStamps
  • Exporting data to/from a management system

Hope to see you there!

Register

June 21, 11:00 a.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