New Updates

Latest features, patchnotes & how to reach us

Erica Danielson avatarChuck Slogrove avatar
2 authors10 articles

Pathfinder Training Program

Essential Onboarding videos to watch and learn Trail!

Erica Danielson avatar
1 author5 articles


A list of the most commonly asked questions by Trail users

Nicholas Jennings avatarAngel Chessum avatarErica Danielson avatar
5 authors20 articles

Data Migration

Import Options, Costs & Supported CRM Instructions

Chuck Slogrove avatarMarilyn Oldham avatarErica Danielson avatar
3 authors10 articles

Set Up

Essential setup of your Trail account, including your disclosures!

Erica Danielson avatarNicholas Jennings avatarAngel Chessum avatar
7 authors28 articles

Get Started

All the basics of Trail

Chuck Slogrove avatarAngel Chessum avatarErica Danielson avatar
3 authors19 articles

Profile & Contact Management

Edit your client's Profile, their Documents and their Contact details

Nicholas Jennings avatarAngel Chessum avatarErica Danielson avatar
4 authors28 articles

The Client Portal

Get to know the Client Portal and helping your clients login

Angel Chessum avatarChuck Slogrove avatarErica Danielson avatar
3 authors14 articles

Emails & Integrations

Using Trail for emails & to link with Mailchimp & ActiveCampaign

Erica Danielson avatarAngel Chessum avatarChuck Slogrove avatar
3 authors17 articles


Use Trail to complete lending applications, provide mortgage recommendations and service fixed rate rollovers

Nicholas Jennings avatarErica Danielson avatarChuck Slogrove avatar
4 authors27 articles

Personal Risk Insurance

Use Trail to provide personal risk advice and perform policy reviews

Erica Danielson avatarChuck Slogrove avatarAngel Chessum avatar
4 authors26 articles

KiwiSaver & Investments

How to manage your client's Investment and KiwiSaver advice

Phoebe Rolfe avatarChuck Slogrove avatar
2 authors6 articles

Fire and General Insurances

Use Trail to manage you Fire and General opportunities

Conor Ferigo avatar
1 author5 articles

Reporting & Filtering Data

Extract lists and reports using Advanced Filter & the Reports page

Conor Ferigo avatarAngel Chessum avatarErica Danielson avatar
3 authors7 articles

Kiwi Adviser Network Articles

Get to know KAN exclusive features!

Phoebe Rolfe avatarChuck Slogrove avatarNicholas Jennings avatar
3 authors4 articles

Training Video Archive

Masterclasses, Trailblazers & Office Hours

Logan Solecki avatarErica Danielson avatarAngel Chessum avatar
5 authors53 articles
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