Quotation System Beginner Training

In the fifth part of the NBS quotation system beginner training, learn how to search for a case in the system and sort by various filters.

In part six of the NBS quotation system beginner training, we show you how to view case documents as well as add case notes.

In part seven of the NBS quotation system beginner training, we walk you through how to place a quote on cover.

In the eighth and final part of the NBS quotation system beginner training, we will show you exactly how to make a claim on a policy.