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.

Dec. 20, 10:30 a.m.: Rating Travelers in SinglePoint

Agents who write with Travelers Insurance want to be sure they’re getting it right in SinglePoint. This webinar will deliver that confidence. Boston Software Trainer Michele Gillen will be joined by Jeff Capobianco and Chris Barter from Travelers for a live, “carrier confidence” webinar that will explore the ins and outs of rating Travelers in the new SinglePoint software. Topics will include:

  • Rating workflow for Auto and Home
  • Travelers-specific endorsements, options, and discounts
  • Tips for bridging quotes
  • – and much more!

The webinar will conclude with a question-and-answer period, so you can go one-on-one with the experts.

Register

Jan. 17, 10:30 a.m.: Rating Plymouth Rock in SinglePoint

Join Boston Software trainer Michele Gillen and Plymouth Rock representatives Patty Mellon, Michael Hickey, and Whitney Berberian for a Plymouth Rock “carrier confidence” webinar. Learn how to get accurate Plymouth Rock Auto and Bunker Hill Home quotes in SinglePoint. Michele will demonstrate the rating workflow, while our Plymouth Rock experts will be available to discuss carrier-specific questions on coverage, endorsements, discounts, and more. Let’s get it right together!

Register