Training Videos
How to add a non-appointed CSR through Manage Agency
Umbrella
- Personal Umbrella Underwriting Guidelines - https://youtu.be/oaQgE3pKMws
- How to quote a Personal Umbrella - https://youtu.be/RTHvpwbFMLo
Watercraft
- How to quote a Watercraft policy - https://youtu.be/QpymGwCHeN0
Inland Marine
- How to quote an Inland Marine policy - https://youtu.be/nWgHJ_cRsT4
Manage Agency
- How to add a non-appointed CSR through Manage Agency - https://youtu.be/0DpEfTzhROY
Auto
- Grinnell Compass Auto Underwriting Guidelines - https://youtu.be/pxeuDZDv-jU
- How to Quote Grinnell Compass Personal Auto - https://youtu.be/-wPTRXT-Z4Y
Claim submission
- Auto FNOL Single Car Incident - https://youtu.be/vFt9niD3VU4
- Auto FNOL Multi Car Incident - https://youtu.be/3UNLfkedYiM
- Auto Incident with Injury - https://youtu.be/EkBJ51XDIqU
- Auto Incident with Property Damage - https://youtu.be/vkF_Bdj4ivU
Quick Reference Guides
Direct Home-guard:
6182-Direct-Home-Guard-Quick-Reference-Guide.pdf
Personal auto programs:
6714-Personal-Auto-Programs-Quick-Reference-Guide (04-20).pdf
6714-OH-Personal-Auto-Programs-Quick-Reference-Guide.pdf
6714-OK-Personal-Auto-Programs-Quick-Reference-Guide.pdf
6714-PA-MV-Personal-Auto-Program-Quick-Reference-Guide.pdf
Personal Umbrella:
2758-Pers-Farm-Umbrella-Quick-Reference-Guide.pdf
2758-PA-Pers-Umbrella-Quick-Reference-Guide.pdf
Billing and Payment:
3046-Billing-Quik-Reference-Guide.pdf
Training Materials
How to use the agency management features