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Broker Training
Learn how to use
The Broker's Workstation with the
help of our interactive online training modules
and our professional trainer as your guide. See
a schedule of
upcoming
classes and
course descriptions below.
Upcoming Classes
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Course
|
Date
|
Time
|
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Get Started with The Broker's
Workstation
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Mar 16, 2010
|
9:00 a.m. (CT)
|
|
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Apr
13, 2010
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9:00 a.m. (CT)
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May 11, 2010 |
9:00 a.m. (CT) |
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Get Working with Personal Lines
Property
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Mar 16, 2010
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1:00 p.m. (CT)
|
|
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Apr
13, 2010
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1:00 p.m. (CT)
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|
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May 11, 2010 |
1:00 p.m. (CT) |
|
Get Working with
Personal Lines Auto Insurance
|
Mar
17, 2010
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9:00 a.m. (CT)
|
|
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Apr
14, 2010
|
9:00 a.m. (CT)
|
|
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May 12, 2010 |
9:00 a.m. (CT) |
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Accounting Administration with TBW
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Mar
17, 2010
|
1:00 p.m. (CT)
|
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Apr 14, 2010 |
1:00 p.m. (CT) |
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May 12, 2010 |
1:00 p.m. (CT) |
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Accounting on The Broker's Desktop
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Mar
18, 2010
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9:00 a.m. (CT)
|
|
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Apr 15, 2010 |
9:00 a.m. (CT) |
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May 13, 2010 |
9:00 a.m. (CT) |
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Accounting on The Accountant's Desktop
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Apr
15, 2010
|
1:00 p.m. (CT)
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May 13, 2010 |
1:00 p.m. (CT) |
Course Descriptions
Get Started with The
Broker's Workstation
Welcome to The Broker's
Workstation! Whether you are a first-time
user of TBW, or an experienced user wanting a
fresh look at the program, this two-hour module
will leave you feeling confident to use TBW to
complete your daily tasks. Please note that this overview session
is a prerequisite for subsequent modules.
Click
here to register for this
class!
Get Working with
Personal Lines Property Insurance using TBW
Rating and writing
habitational insurance is a fundamental activity
in the brokerage. Targeted at both new and
experienced users of The Broker's
Workstation, this two-hour training module
will show you how to use the program effectively
and efficiently for personal lines habitational
insurance. Click
here to register for this
class!
Get Working with
Personal Lines Auto
Insurance using TBW
Customized for our clients in
provinces with private auto, this class will
lead you through rating and writing auto
insurance with The Broker's Workstation.
Whether you are a brand-new user or are already
familiar with TBW, join us for this session to see how the program can help you
successfully and productively manage the auto
insurance process. This module is approximately
2½ hours in length. Click
here to register for this
class!
Accounting
Administration in The Broker's Workstation
Designed specifically for
those who are responsible for the administration
of accounting in the broker's office, this class
will show you how to configure, administer, and
manage the accounting component of The Broker's
Workstation. Click
here to register for this
2½-hour class!
Get Working with Accounting on The Broker's Desktop
If you work with billings,
reversals and adjustments, and receipts in your
brokerage, then this two-hour training module
will prepare you to complete these tasks with
ease using The Broker's Workstation. In
addition to expanding your skills in working
with the Cash Drawer system, this session also
offers an optional introduction to subscription
billing with TBW. Click
here to register for this
class!
Get Working with Accounting on The Accountant's Desktop
Also intended for those who
complete accounting tasks in the brokerage, this
module will focus exclusively on client accounts
receivables, insurer and producer payables, bank
reconciliation, and direct bill reconciliation.
Whether you are a new or experienced TBW user,
plan to join us for this two-hour
session to hone these specific skills. Click
here to register for this
class!
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Please
contact us by email, or call us at
1-877-281-6944 (toll-free)
for more information about broker training for
TBW.
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