truMarket Broker Certificate
truMarket Broker Certificate
Current Status
Not Enrolled
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Price
Free
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Course Content
Module 1: Getting Started
Lesson 1 – Dashboard and Requests
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Lesson 2 – Understanding Requests, Tasks, Activity
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Module 2: Client Files
Lesson 1 – Client Files and Account Management
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Lesson 2 – Linking Clients and Named Insureds
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Module 3– Communication Tools
Module 4 – New Business
Module 5 – Policy Issuance
Lesson 1 – Policy Issuance Workflow
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Module 6 – Servicing Requests
Module 7 – Renewal / Remarket
Module 8 – The truMobile App
