How to Send Agents and Underwriters Training


To send Agents and Underwriters Training:

  1. Click ‘Trainings’ in the left-hand toolbar.
  2. Click ‘Send Training’ underneath the Training title.
  3. Check the names to the left of the Users to whom you’d like to assign Training.
  4. Click ‘Next Step’ in the top right-hand corner.
  5. Click ‘Send Training’. 

A Training charge of $50.00 per Trainee will be charged at the time the order is placed. 

Please Note: 

To increase the number of Users shown on one page, toggle the number shown on the right-hand side of the page near the search bar.

Learn about customizing your Training email here.

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