- Required Learning
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Understanding the BrokerageBuilder Homepage
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Adding Accounts in BrokerageBuilder
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Setting Up and Adding New Plans
- Hands-on Training
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Register 60 min
BrokerageBuilder Accounts & Activities - Session #1
Register for your hands-on training.
In this live training, a Zywave expert will outline how to:
- Utilize BrokerageBuilder’s activity tracking feature to track your agency’s client service
- Incorporate the file manager as part of your agency workflow for keeping track and maintaining files
If there is no live session available, please complete the On-demand Session or watch the recording.
If you are interested in on-demand training, click here.
Check out the BrokerageBuilder User Guide to align with this course to learn: