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truMobile Training
Are you an existing truMobile Client or a new partner planning to launch soon?
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Our training session will provide all Alberta brokers with CE hours. Make sure to report your time once you receive your certificate. |
1. Weekly Training Sessions for our Existing Partners.
Click Here to Schedule truMobile Training
We hold a weekly 60-minute online training session for all our brokers on Thursdays.
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You can check out our truMobile Training Guide.
2. New Launch Training
We want to make sure you are comfortable using the app during our soft launch phase before you launch it to customers. Let them know you have a new app to download via social media, blast emails, and more.
A. 60 minutes for all staff (front-line staff and management).
How to register a user /wiki/spaces/TKB/pages/44400778
How to manage a user https://trufla.atlassian.net/l/c/k8e1ctPi
How to check change requests and claims sent by your customers /wiki/spaces/TKB/pages/44400860
How to view your customers' Edocs /wiki/spaces/TKB/pages/46858355
Client-side overview
Basic system features
More.
Click Here to
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Register
B. 30 minutes for management.
How to set your brokers as users on the broker side- /wiki/spaces/TKB/pages/44400913
How to pull reports and data from your app /wiki/spaces/TKB/pages/44597414
How to setup banners https://trufla.atlassian.net/l/c/LsxirLMu
How to add branch addresses and update info /wiki/spaces/TKB/pages/46858547
How to update the email notifier /wiki/spaces/TKB/pages/44597467
How to send and check push notifications and messages /wiki/spaces/TKB/pages/44400871
How to update your FAQ /wiki/spaces/TKB/pages/46858531
Click here to register.