The CRM Training Manual can be downloaded by chapter from the table below:
Note: AdobeĀ® ReaderĀ® is required to view these documents.
CRM Manual Chapter | Description | File Size |
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Introduction | 3.4MB |
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Keeping Track From Home | 4.8MB |
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Client Management | 3.5MB |
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Opportunities | 1.0MB |
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Marketing | 5.2MB |
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Policy | 3.3MB |
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Endorsements | 3.6MB |
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Binders | 2.1MB |
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Nexsure Certificates | 6.1MB |
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Auto ID Cards | 1.0MB |
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Claims | 1.9MB |
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Audits | 1.0MB |
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Re-Marketing Policies | 1.6MB |
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Renewing Policies | 1.7MB |
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Cancellations | 2.4MB |
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Actions | 3.7MB |
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Attachments | 3.5MB |
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Invoicing | 3.2MB |
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Miscellaneous | 3.8MB |
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Reports | 3.7MB |
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Download, Manual Import and Rating Import/Export | 1.9MB |
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Nexsure Colors and Definitions | 1.7MB |