Beginning of Day Trainer
Follow the SPEED Training Process in this intuitive step by step tool. It’s like painting by number!
The Demo Version is limited to only “Issued & Mailed – Auto” to demonstrate how is works.
BOD Trainer – DEMO Version
Choose your ECRM List View
- Issued & Mailed
- BOD Payments
- BOD Forms
- Investigate Further
- Notify Agent
- Sales Opportunities
- Close Automatically
- Underwriting Memos
- Address Changes
- Old "ABS" BOD Report
If you are a subscriber, access the Full Version in the Agency Portal
Why the Beginning of Day Report?
The BOD is the report card of what is going on in your agency. If you follow the SPEED Training Process, your agency will have greater accountability, lower lapse/can, lower incoming call volume, no missed sales opportunities, and better customer experiences. You should be able to complete the report in 45-90 minutes, depending on the size of your book of business.
Everyone in the office can pick up where you left off.
Built in Scripts
Use the BOD Text & Email Scripts to communicate with customers professionally and easily.
We can tailor your BOD experience to your agency preferences.
The Full Version is updated monthly with best practices in ECRM.
Try It For Free!
Every agency receives free access to the Full Version of the BOD Trainer for 1 month after attending the workshop!
Try It Without Attending a Class!
The Full Version of the BOD Trainer is available without coming to our Workshop. There is a $199 setup charge, and it starts at $30/mo.
Ready to get started?
Get in touch, or register now