Property & Casualty Training
Superior Access
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Foremost Scheduled Property Changes & Customer Service |
Bristol West Portal Navigation
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Agency Matrix Training
Basic Prospect and Customer Input, Attachments, Notes, Creating Task Activity and Training Videos |
Quote Request Flow
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Auto Quote
(What you will need) |
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Progressive Requoting Process
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ExpressVPN needed to view Progressive
and other Auto Training |
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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 |
| p_c_workflow.docx |
