Office Hours 25/03/21 - The Insurance Process

Join us as we take you through the insurance process!

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

Join us at 9:30am 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:

  • The overall insurance process

  • Generating a Statement of Advice

  • Editing a Statement of Advice

  • Editing your Stage 3 disclosures

If you need any help outside of Office Hours, here's how you can get in touch.

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