Trail Training Video 10: Servicing your Clients' Existing Products

Getting client information for a fixed rate rollover or policy review

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

Changing your current work processes can be a daunting task, and sometimes a steep learning curve. We understand that, which is why when you sign up to Trail, we're here to help you every step of the way. These training videos have been created to help you get started on Trail as soon as your business is set up, so you can become a Trail pro in no time.

This Trail training video will explain how Trail helps you service your existing clients. In particular, we will cover:

  • Automations

  • Sending a Quickform

  • Filling out a Quickform

  • What to do after the Quickform is completed

For a more in-depth explanation of this process, to read further articles on this:

As always, if you have any further questions, please get in touch with us by using the blue chat button in the bottom right corner, or sending us an email on

Did this answer your question?