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Are you an existing truMobile Client or
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a new partner planning to launch soon?
We have training sessions for you either way
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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:
Click Here to register
We hold a weekly 60 minutes online training session for all our brokers on Thursdays.
So if you have any new brokers who recently joined your team and need training, or even if you have any questions, please don’t hesitate to join us.
You can check our truMobile Training Guide
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Don’t forget to check our Ambassador Program
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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.
You can do that through multiple ways, social media, blast emails ……
A. 60 Minutes for all staff ( front-line staff and management)
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 ..
Click Here to register
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
Click here to register
Stay tuned for exciting updates about our truMobile Coaching Sessions!!
You can also check out our truMobile Training Guide
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