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 |
|---|---|---|
| |
Introduction | 3.4MB |
| |
Keeping Track From Home | 4.8MB |
| |
Client Management | 3.5MB |
| |
Opportunities | 1.0MB |
|
|
Marketing | 5.2MB |
| |
Policy | 3.3MB |
| |
Endorsements | 3.6MB |
| |
Binders | 2.1MB |
| |
Nexsure Certificates | 6.1MB |
| |
Auto ID Cards | 1.0MB |
| |
Claims | 1.9MB |
| |
Audits | 1.0MB |
| |
Re-Marketing Policies | 1.6MB |
| |
Renewing Policies | 1.7MB |
| |
Cancellations | 2.4MB |
| |
Actions | 3.7MB |
| |
Attachments | 3.5MB |
| |
Invoicing | 3.2MB |
|
|
Miscellaneous | 3.8MB |
| |
Reports | 3.7MB |
| |
Download, Manual Import and Rating Import/Export | 1.9MB |
| |
Nexsure Colors and Definitions | 1.7MB |