NOTE: During the recording of this webinar there seems to have been an issue with audio syncing, apologies.
Join us at 2pm every Thursday for our Office Hours where we focus on helping you maximize your usage of Trail and answer any burning questions you have.
In this weeks Office Hours, we covered the following topics surrounding record-keeping and compliance:
How to download the data from our supported insurers.
How to upload your policies for the first time using the Policy Importer.
Replacing existing policies, and setting up your importer to make monthly updates quick and easy.
The idea of winning opportunities and what that means for your workflow.
Fixed Rate Reviews and how they update your mortgage products.
If you need any help outside of Office Hours, here's how you can get in touch.