Prospirion

Training Academy

Step-by-step video training on Prospirion's real processes. New team members start with P&C Onboarding.

Start here

P&C Onboarding Training

The HO3 home quoting workflow, from client intake to a rated Travelers quote handed to Markens. Includes checklists, rules, and a completion sign-off.

Start the course →
1Start the quote in SinglePoint
2Verify, complete & rate
3Submit & sign in to Travelers
4Complete in Travelers & hand off

Training library

Auto8 videos

Auto Quoting

  • Client Info Gather
  • Finalize Quotes (Access+)
  • EFT Authorization
Open →
Auto8 videos

Auto RTA

  • RTA Step 1 – SinglePoint
  • E-Stamp & Print Stamp
  • Lease Vehicle
Open →
Auto3 videos

Auto Endorsement

  • Auto Endorsement
  • Add Car + Driver
  • Record Keeping
Open →
Auto3 videos

Drive Package

  • Step 1
  • Forward Service
  • Stamp Forward Service
Open →
Auto3 videos

2A Process

  • 2A – Access Plus
  • Step 2
  • Step 3
Open →
Property8 videos

Property Service

  • Property Binder – SinglePoint & Acord
  • New Business Prep
  • EOI, Refi & Lender
Open →
Property · Auto3 videos

Insurance Binders

  • Property Binder – SinglePoint
  • Auto Binder – SinglePoint
  • Property Binder – Acord
Open →
PropertyCourse

P&C Onboarding (HO3 Quoting)

  • 4 guided modules
  • Checklists & rules
  • Completion sign-off
Open →
Service & Business12 videos

Business Insurance & Service

  • Business Quote – Agentero
  • RTA Dealership & Corrections
  • Coverage Review & Verification
Open →
Service & Business15 videos

Agency Training Library

  • Scripts & Pending Cancel
  • Agency Portal & SinglePoint
  • Cross-Sell & Service Transfer
Open →
Team & Tools4 videos

Marketing & Client Contact

  • Natural, Authentic Interactions
  • Scripts
  • Scheduling & Follow-Up Calls
Open →
Team & Tools5 videos

Technical Setup

  • Email, Text & Fax Messages
  • Email via Roundcube
  • Google Drive Filing
Open →

Prospirion Training Academy · Internal use only