Please note: Part of this video is now out of date due to changes in the 'Cover Levels' section. This section has been split into three parts - 'Review Existing Cover', 'Suggested Cover', and 'Provider Research'. If you would like to read more about these changes, click here.
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 advice process works. In particular, we will cover:
Overview page
The Gather Information section
The Cover Level Portal
Downloading a Statement of Advice
Full Application for Partner's Life
The Application Policy section
For a more in-depth explanation of this process, click here 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 support@gettrail.com.