Quick Create
Use this section for creating prospects, submissions, clients, contacts, individuals, and managing client data.
About this course
Use this on-demand training guide to understand:
- Creating Prospects & Submissions
- Learn to create new Prospects with Submissions using the Quick Create dropdown menu. Add a new Prospect with a Hands-on-Activity.
- Creating Clients, Contacts or Individuals
- Understand the hierarchy of relationships within Partner Platform from Prospects, Clients, Individuals and Contacts.
- Learn to Add clients using the Quick Create functionality or Import Clients, Contacts or Individuals en masse.
- Managing Client, Contact or Individual Data
- Understand the functions of the Client Quick Summary including adding documents, comments, activities and to-do lists.
- Learn the functionality of the QuickMenu at the Client Level, including creating a Proposal, Cross Referencing/Link to another Client, Creating a Summary of Insurance, Receiving Payment, Opening the Client Ledger, Viewing Documents or Activities, Creating a Letter, Sending an Email, Creating Policies and Submissions and more!
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.