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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

Course

Date

Time

Get Started with The Broker's Workstation

Mar 16, 2010

9:00 a.m. (CT)

Apr 13, 2010

9:00 a.m. (CT)

  May 11, 2010 9:00 a.m. (CT)

Get Working with Personal Lines Property

Mar 16, 2010

1:00 p.m. (CT)

Apr 13, 2010

1:00 p.m. (CT)

  May 11, 2010 1:00 p.m. (CT)

Get Working with Personal Lines Auto Insurance

Mar 17, 2010

9:00 a.m. (CT)

Apr 14, 2010

9:00 a.m. (CT)

  May 12, 2010 9:00 a.m. (CT)

Accounting Administration with TBW

Mar 17, 2010

1:00 p.m. (CT)

  Apr 14, 2010 1:00 p.m. (CT)
  May 12, 2010 1:00 p.m. (CT)

Accounting on The Broker's Desktop

Mar 18, 2010

9:00 a.m. (CT)

  Apr 15, 2010 9:00 a.m. (CT)
  May 13, 2010 9:00 a.m. (CT)

Accounting on The Accountant's Desktop

Apr 15, 2010

1:00 p.m. (CT)

  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.