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.

Summer is here and no one wants to spend more time parked in front of a computer than they have to. That’s why we’re offering a series of “Quick Hit” webinars – just 15 minutes long and focused on a single topic, so you can get the training you need and get on with your summer!

Setting Defaults and Agency Codes (recording)

Join Boston Software Trainer Michele Gillen for a quick webinar focused on setting defaults and agency codes in SinglePoint. Once defaults and agency codes are set by SinglePoint Account Managers, rating for all agency users will be seamless. This webinar is geared towards SinglePoint Account Managers, who have access to maintain the settings in SinglePoint.

What you’ll learn:

  • How to set coverage defaults for Auto and Home
  • How to set carrier defaults for Dwelling Fire and Umbrella
  • How to set printing defaults for all quotes
  • How to manage Agency Codes/Group Codes for single and multi-branch agencies

Watch recording

July 25, 10:00 a.m.: Rating Boston Territories and Fire Districts

In this “Quick Hit” webinar, Boston Software Trainer Michele Gillen will focus on rating the territories of Boston and the multiple Fire Districts in MA. This is a quick, informative training designed for agents of all SinglePoint skill level.

What you’ll learn:

  • How to distinguish between Boston territories A, B, C and All Other
  • How to select appropriate Fire Districts for Home/Dwelling Fire rating
  • Tips for certain carrier behavior on Boston rating

Register

Aug. 1, 10:00 a.m.: RMV Lookup and Unusual Drivers

Please join Boston Software Trainer Michele Gillen for a brief but informative webinar on the RMV Lookup feature and rating unusual drivers in SinglePoint. This training is designed for agents of all skill level.

What you’ll learn:

  • How to use the RMV Lookup when starting new quotes
  • How to use the RMV Lookup from the Driver and Vehicle Tabs
  • How to rate the not so “ordinary” drivers: foreign, out of state license, youthful, deferred, excluded, and permit

Register

Aug. 8, 10:00 a.m.: Rating Motorcycles and Trailers

Please join Boston Software Trainer Michele Gillen for a webinar focused on rating motorcycles and trailers in SinglePoint. This training will be quick and informative and is designed for users of all skill levels.

What you’ll learn:

  • Tips for motorcycle rating
  • Carriers that do/do not rate motorcycles
  • Tips for rating trailers
  • Carrier that do/do not rate trailers

Register

Aug. 15, 10:00 a.m.: Rating Condos and Tenants Policies

Please join Boston Software Trainer Michele Gillen on a webinar focused on the Condo (HO-6) and Tenants (HO-4) rating. This training will be quick and informative and will set you straight on the HO-6 and HO-4 policy types.

What you’ll learn:

  • How to get an accurate Condo quote
  • How to get an accurate Tenants quote
  • Tips for specific carrier behavior
  • How to resolve common errors on these quotes

Register

Carrier-specific webinars:

July 22, 10:00 a.m.: Rating Progressive in SinglePoint

Learn how to rate Progressive right – join Boston Software Trainer Michele Gillen and Progressive’s Nick Salvadore for a live webinar that will review both the general and specific aspects of rating Progressive in SinglePoint.

The webinar will explore recent changes Progressive made to its Auto product. Nick will provide additional insights on Progressive-specific coverage, endorsements, and discounts, while Michele will demonstrate the overall rating workflow.

What you’ll learn:

  • How to accurately rate auto in Progressive
  • How to handle accidents/violations
  • Recent auto product enhancements/updates
  • Review of a home rate
  • How to resolve an error/quote discrepancy

We hope you’ll join us!

Register