UNIFORCE INSURANCE AGENCY
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Property & Casualty Training
​

Superior Access
Auto and Home Quoting

​Foremost Scheduled Property ​Changes ​& Customer Service

Bristol West Portal Navigation ​

Agency Matrix Training
Basic Prospect and Customer Input, Attachments, Notes, Creating Task Activity and Training Videos
​Quote Request Flow
Auto Quote
(​What you will need)

​Progressive Requoting Process
Requote/Win Back Email Template Tutorial
ExpressVPN needed to view Progressive
​and other Auto Training

Progressive Q & A
(Requote/Quote, Quote Investigation, Resolving Quote) Sending Quotes to AllState, AAA, Calling FAO for Assistance on Resolving Quotes and Activities. 
The Process or Rewriting a Requote
​Confirmed by a Progressive Client

P & C Training Manual

p_c_training_module.docx
File Size: 23 kb
File Type: docx
Download File

p_c_workflow.docx
File Size: 32 kb
File Type: docx
Download File

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  • Contact Us
  • About
    • Who we are
  • Contracting