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All the training and information you need to become a SinglePoint expert!
Your SinglePoint Account Manager/Admin can add you as a New User, or we can assist in their absence. You will receive an email, asking you to set up your login credentials. You only have 10 minutes to respond to this live link and create your SinglePoint User ID and password. (Otherwise, your Manager will have to resend it.)
Your SinglePoint Account Manager/Admin can add you as a New User, or we can assist in their absence. You will receive an email, asking you to set up your login credentials. You only have 10 minutes to respond to this live link and create your SinglePoint User ID and password. (Otherwise, your manager will have to resend it.)
Almost, but first you must enter your unique Carrier Credentials in SinglePoint Settings in order to rate/submit to carriers. Your Carrier Credentials are the user name and passwords you use to log in to your carrier’s online portal(s).
If you are a brand new agent to SinglePoint, you will need to enter Agency Codes and Rating defaults in SinglePoint Settings. But if you are a new User joining an existing SinglePoint agency, you will have the benefit of any previously set Agency Codes and defaults entered by your Singlepoint Account Manager/Admin.
Yes, SinglePoint is user friendly and intuitive. If you view our training videos, and follow our quote to issue workflow, you will be able to obtain fast, accurate quotes in just minutes.
You can use our Live Chat feature or contact our Support department to get help. You can also access our new Learning Center within SinglePoint. Email us at support@bostonsoftware.com.
Yes, all Users within an agency are able to view, open, edit a co-worker’s quote.
No, you need to save your quotes in order to copy them in your online database and retrieve/edit them later.
Yes, Auto and Home policies can be exported from most AMS into SinglePoint.
You will automatically have access in SinglePoint, as we have an RMV integration in place. However, your agency is responsible to make sure all the appropriate documents and background checks are completed.
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