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 the insurance settings work. In particular, we will cover:
The Gather Information settings
The Cover Level Portal settings
The Statement of Advice settings
For a more in-depth explanation of this process, click here to read further articles on this.
To learn more about the rest of your settings, watch this video.
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 support@gettrail.com.