truMobile Training
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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 register
We hold a weekly 60-minute online training session for all our brokers on Thursdays.
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Don’t forget to check out our Ambassador Program.
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2. New Launch Training
During our soft launch phase, we want to make sure you are comfortable using the app before you launch it to customers. Let them know you have a new app to download . You can let them know multiple ways, including 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
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Click Here to register
B. 30 minutes for
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management.
How to set your brokers as users in 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 How can I send a push notification or a message to all my clients? - truMobile
How to update your FAQ /wiki/spaces/TKB/pages/46858531
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