/CanaryServices Training
CanaryServices Training 2018-06-18T15:18:27+00:00

CanaryServices Training

CanaryServices is excited to offer new training webinars for our valued customers. These webinars will dive into the details of user-specific roles so administrators, sales team members and customer service providers can learn how TechCanary can help them achieve their goals.  We’re GEEKS about showing off TechCanary and how you’ll be most successful, so be ready to learn and engage with your questions. Check out our Training Topics below for more information and to register. We can’t wait to see you there, so Let’s Geek!

*See an exciting course but aren’t able to fit it into your schedule to attend? Enroll anyway! While we love to have students live in the classroom for the best engagement and interaction, as long as you’re registered, you’ll be sent a copy of the webinar about an hour after its conclusion. 

This training will cover the following topics, with a Q&A portion at the end:

  • Customizing the TechCanary Experience
    • Page Layouts & Record Types
    • Custom Fields – creating and customizing
  • Users Access
    • Adding Users
    • Profiles and Permissions Sets

Training Schedule

Click on a date to register. All times listed are in Central Standard Time (CST)

This training will cover the following topics, with a Q&A portion at the end:

  • Carriers and Carrier Products
  • Carrier Product Templates
  • Benefit Items
  • Creating New Plans

Training Schedule

Click on a date to register. All times listed are in Central Standard Time (CST)

This training will cover the following topics, with a Q&A portion at the end:

  • Updating Plans
  • Creating RFP’s
    • Updating RFP’s
  • Reporting

Training Schedule

Click on a date to register. All times listed are in Central Standard Time (CST)

This training will cover the following topics, with a Q&A portion at the end:

  • Homepage Overview (Search, components, menus)
  • Accounts & Contacts
  • Insurance Quotes & Policies
  • Close Quote Process
  • TechCanary Quick Actions
Training Schedule

Click on a date to register. All times listed are in Central Standard Time (CST)

This training will cover the following topics, with a Q&A portion at the end:

  • Setting up Commissions
    • Carrier Product, Producer, and Policy
  • Paying Producers
  • Policy Payments and Payment Transactions
  • Generating Invoices and Receipts
Training Schedule

Click on a date to register. All times listed are in Central Standard Time (CST)

This training will cover the following topics, with a Q&A portion at the end:

  • Canary Downloads
    • Assignments: Carrier Product, Accounts, and Policies
  • IVANs Downloads vs. Canary Downloads
  • Commissions Transaction Assignments

Training Schedule

Click on a date to register. All times listed are in Central Standard Time (CST)

This training will cover the following topics, with a Q&A portion at the end:

  • Data Import Templates
  • Best Practices for Data Preparation
  • Tools and Resources for Importing and Updating Your Data

Training Schedule

Click on a date to register. All times listed are in Central Standard Time (CST).

This training will cover the following topics, with a Q&A portion at the end:

  • Account Maintenance
    • Updating information
    • Master Certificates
  • Policy Overview
  • Vehicles, Properties, Insured, Claims, Endorsements (change policy)
  • Generating ACORDs
  • Documenting Payments and Generating Receipts
  • Policy Renewal
  • Document Management
  • Creating Tasks and Reminders

Training Schedule

Click on a date to register. All times listed are in Central Standard Time (CST)

This training will cover the following topics, with a Q&A portion at the end:

  • Prospect & Client Entry
  • Insurance Quote Entry
  • Producer Dashboards & Reports
  • Managing Sources
  • Creating Tasks and Reminders

Training Schedule

Click on a date to register. All times listed are in Central Standard Time (CST)