Insurance xdate

Webinar Series

Knowing is half the battle.

Need a refresher? Looking to learn more? Join us for our recurring webinar series. Held afternoons, Monday through Thursday. Registration is required! Webinars will run 20-25 minutes with time allotted for Q&A at the end. 

Search Menu, Groups & List View

This webinar series will take a detailed look at the search menu, cover some example searches, tips and tricks. We’ll also cover Groups, and how to access both of these items from the Mobile app. 


Policy Details & Production Features

Here we will cover the Policy details section, and related data such as DOT and OSHA. We’ll also cover productivity features like notes, click to call, and calendar integrations. 


Generate Leads. Win New Biz.