Embedded Files
Commercial Training
Commercial Training
Commercial Intro
BCC Email & Commercial
Carrier Guide
Agency Bill
Statement of Value (Condos &
Apartments Only
Acord form 125, 126, 140, Master Certs and Sending Certificates
Loss Run Request from NowCerts
Cyber 101 Training Featuring Platinum Agency Owner Tony Lella
MGA Training (e.g. CRC, RPS, Burns & Wilcox)
MGA Training (e.g. CRC, RPS, Burns & Wilcox)
Marketing
Marketing
Lift Locals - The Ultimate Marketing Plan Guide.pdfThe Ultimate Insurance
Marketing Plan
Agency Best Practices
Agency Best Practices
Sweep Account Reconciler
Spreadsheet Tutorial
Sweep Account Reconciliation Training for Doug Stewart
Bank Direct
Bank Direct
Premium Finance 101 &
Platinum Program
Creating Agreement
Turbo Rater
Turbo Rater
Turbo Rater Tutorial
Turbo Rater Setup
NowCerts to Turbo Rater
PL Rater
PL Rater
PL Rater Tutorial
2- PL Rating Incident Prefill Datasheet (PDF).pdfPL Rater Incident Prefill Datasheet (PDF)
PL Rater Imports to NowCerts
PL Rater Setup
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