| 9:00 – 9:15 |
- Introductions
- Agenda Review
- Goals and Objectives Review
|
| 9:15 – 9:30 |
- Configuring Browser for MG
|
| 9:30 - 10:45 |
- Carrier Setup
- Insurance
- Carrier Sourcing
- Carrier Capacity
|
| 10:45 - 11:00 |
Break |
| 11:00 - 12:00 |
Lab or Customer Implementation |
| 12:00 - 1:00 |
Lunch |
| 1:00 - 1:45 |
- Customer Quote
- Customer Quote Rates
- Similar Moves
- Emailing Quotes
- Customer Entering Quotes (Wizard)
|
| 1:45 - 2:00 |
Break |
| 2:00 - 2:45 |
Lab or Customer Implementation |
| 2:45– 3:45 |
- Carrier Bid
- Email Bid
- Private Bid Board
- Post Everywhere
|
| 3:45 – 4:30 |
Lab or Customer Implementation |
| 4:30 – 5:00 |
Questions |