Welcome to the Trailblazer Courses!
Get started and build a solid understanding of your CRM.
These are our core learning videos to get you familiar with everything you need to know to effectively use Trail.
Introduction video to the insurance course:
💡 Top Tip
Short on time? Watch it at a faster speed! Once you've clicked to begin the course & selected a video to start with, navigate to the bottom-right of the video, look for the cog icon for Settings > and then select Playback Speed.
We recommend 1.25x or 1.5x speed to still understand the content but saves you time!
Course Content
1. The Client Fact Find
Create an insurance opportunity
What the client sees when progressing through the Fact Find
2. The Adviser Side
How you can send either the Fact Find Only or Fact Find and Needs Analysis
Reviewing the Needs Analysis
3. Creating Your Advice
Producing the Statement of Advice
4. Implementing the Advice
Completing the opportunity
6. Servicing Your Clients
Servicing your client's policies moving forward
Choosing Annual Reviews or Automations and how to enable them
Next Step
Continue learning and building your basic foundation of understanding Trail with these following courses!
If you offer Insurance services, check out your specific 'Insurance Settings':
If you have access to 'Organisation Settings':
Or for the advice-specific courses, see below:
For any further or specific questions, get in touch with us! 💬