Staff Training – Basics

Welcome to the Empower Brokerage team!

This course will help you learn the basics about working on the support team.

Module 1 Staff Introduction
Unit 1 About Empower Brokerage
Module 2 OneHQ
Unit 1 OneHQ Basics - Clients and Policies (24:19)
Unit 2 OneHQ Basics - Advisors and Firms (31:34)
Module 3 Phone System
Unit 1 3CX Phone, Headset, and Cellphone Training
Module 4 Paycom
Unit 1 Paycom
Module 5 Microsoft Office
Unit 1 Microsoft Teams
Unit 2 Office 365 Overview
Module 6 Mobile App for Consumers and Agents
Unit 1 Mobile App
Module 7 Miscellaneous Training Videos
Unit 1 Using the Network Drive
Unit 2 Applications and Underwriting Guides
Unit 3 Marketing Materials
Unit 4 Sales Leads Overview
Unit 5 Sales Quotes
Unit 6 Licensing - Errors - Omissions
Unit 7 Getting Appointed with a Carrier
Unit 8 GoToMeeting Overview
Unit 9 Email Signatures