truMobile - Training
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Our Training session will provide all Alberta brokers with CE hours. Make sure to report your time once your receive your certificate. |
1. Weekly Training Sessions for our existing partners:
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We hold a weekly 60 minutes online training session for all our brokers on Thursdays.
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You can check our truMobile guide truMobile - How can I view my client's Electronic documents?
2. New Launch Training:
During our soft launch phase, we want to make sure your are comfortable using the app before you launch it to customers and let them know you have a new app to download.
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How to register a user truMobile - How can I create a user?
How to manage a user https://trufla.atlassian.net/l/c/k8e1ctPi
How to check change requests and claims sent by your customers truMobile - How to check the change requests submitted by clients?
How to view your customers Edocs truMobile - How can I view my client's Electronic documents?
Client side overview
Basic system features
More ..
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B. 30 minutes for Management
How to set your brokers as users to use the broker side- truMobile - How to set permissions for my staff?
How to pull reports and data from your app truMobile - How can I pull data out of my application?
How to setup banners https://trufla.atlassian.net/l/c/LsxirLMu
How to add branch addresses and update info truMobile - Adding and Updating Branch locations
How to update the email notifier truMobile - Change Request and Claims Emails
How to send and check push notifications and messages truMobile - How can I send a push notification or a message to all my clients?
How to update your FAQ truMobile - Frequently Asked Questions
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