truMobile Training
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| Info |
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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.
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Our weekly sessions will pause after December 3rd, we. We will resume back in January. Thank you |
Click Here to register.
We hold a weekly 60-minute online training session for all our brokers on Thursdays.
So, if If you have any new brokers who recently joined your team and need training or if you have any questions, please don’t hesitate to join us.
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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 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 register.
B. 30 minutes for management.
How to set your brokers as users in 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 How can communicate with my customers?- truMobile /wiki/spaces/TKB/pages/44400871
How to update your FAQ /wiki/spaces/TKB/pages/46858531
Click here to register.