Featured Training

Start with the core quote assignment process.

Getting Started

GHL • Quote Workflow

Assigned Home / Auto Quote

Start from the Associate Dashboard, open My Quote Queue, move an assigned opportunity to In Progress, review the quote details and Tony's instructions, and begin quoting through Carrier Access.

Interactive walkthroughStep-by-step screenshotsGHL

Start Interactive Walkthrough →

Training Library

New lessons and videos will appear here as they become available.

Quote Workflow

Carrier Results Submission

How to submit carrier results and return a completed quote to Tony for review.

Training in development

Carrier Systems

EZLynx & Carrier Training

Guided lessons, Loom videos, and approved carrier resources as access becomes available.

Coming after Smart Choice setup

Customer Service

Client Service Procedures

Documentation, policy servicing, and handling customer requests.

Training in development

Renewals

Renewal Review Process

Preparing renewal reviews and comparing coverage options.

Training in development

Training reminder: The interactive lessons are practice demonstrations. Complete actual quote assignments in GHL using the existing workflows. Moving an assigned quote to In Progress automatically notifies Tony; no separate notification is needed.