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
The all New Cloud has a brand new user experience, but this page gives you a basic idea of how the BOD Trainer walks you through our process.
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 member or in your Free Trial, access the Full Version by Logging In!
This option is disabled in this Demo Trainer.
Purchase the full BOD Trainer in the SPEED Cloud.
If you are a member or in your Free Trial, access the Full Version by Logging In!
This option is disabled in this Demo Trainer.
Purchase the full BOD Trainer in the SPEED Cloud.
If you are a member or in your Free Trial, access the Full Version by Logging In!
This option is disabled in this Demo Trainer.
Purchase the full BOD Trainer in the SPEED Cloud.
If you are a member or in your Free Trial, access the Full Version by Logging In!
This option is disabled in this Demo Trainer.
Purchase the full BOD Trainer in the SPEED Cloud.
If you are a member or in your Free Trial, access the Full Version by Logging In!
This option is disabled in this Demo Trainer.
Purchase the full BOD Trainer in the SPEED Cloud.
If you are a member or in your Free Trial, access the Full Version by Logging In!
This option is disabled in this Demo Trainer.
Purchase the full BOD Trainer in the SPEED Cloud.
If you are a member or in your Free Trial, access the Full Version by Logging In!
This option is disabled in this Demo Trainer.
Purchase the full BOD Trainer in the SPEED Cloud.
If you are a member or in your Free Trial, access the Full Version by Logging In!
This option is disabled in this Demo Trainer.
Purchase the full BOD Trainer in the SPEED Cloud.
If you are a member or in your Free Trial, access the Full Version by Logging In!
This option is disabled in this Demo Trainer.
Purchase the full BOD Trainer in the SPEED Cloud.
If you are a member or in your Free Trial, access the Full Version by Logging In!
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.
Documentation
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.
Customizable
We can tailor your BOD experience to your agency preferences.
Free Updates
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!
Ready to get started?
Get in touch, or register now