Skip to main content
All CollectionsTraining Video ArchiveOffice Hours Webinar Recordings - 2021
Office Hours 27/05/21 - Insurance and Mortgage Servicing
Office Hours 27/05/21 - Insurance and Mortgage Servicing

Learn about Annual Reviews, Policy Renewals and Mortgage Fixed Rate Rollovers in Trail!

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over 3 years 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 difference between Annual Reviews and Policy Renewals in Trail

  • How to setup and handle Annual Reviews

  • How Fixed Rate Rollovers work in Trail

  • The Quickform and CRM tracking for Reviews

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

Did this answer your question?