Training
Online training is available to help you get the most out of TBW/TUW. Sessions are approximately one hour long and hosted by one of our product experts. For more info or to register, please email training@rivalit.com.
All times are Central Standard Time (CST)
| Date | Time | Course |
|---|---|---|
Oct 17 | 11:00am | Get Started with The Broker's Workstation Welcome to The Broker's Workstation! Whether you are a first-time user of TBW, or an experienced user wanting a fresh look at the program, this one-hour module will prepare you to use TBW to complete your daily tasks with confidence. Please note, this overview session is a prerequisite for the “Get Working with Personal Lines Property Insurance” and “Get Working with Personal Lines Auto Insurance” training modules. |
Oct 18 | 11:00am | Get Working with Personal Lines Property Rating and writing habitational insurance is a fundamental activity in the brokerage. Targeted at both new and experienced users of The Broker's Workstation, this one-hour training module will show you how to use the program effectively and efficiently for personal lines habitational insurance. |
Oct 17 | 1:00pm | Get Working with Personal Lines Auto Insurance Customized for our clients in provinces with private auto, this class will lead you through rating and writing auto insurance with The Broker's Workstation. Whether you are a brand-new user or are already familiar with TBW, join us for this one-hour session to see how the program can help you successfully and productively manage the auto insurance process. |
Oct 18 | 2:30pm | Policy Servicing – Habitational and Auto Insurance This course provides an overview of how to efficiently service your policies within TBW. We will discuss how to do policy changes and show you how to submit to the various different carries to maintain all data inside of The Broker’s Workstation. This course, which is approximately 60 minutes in length, is designed for producers and CSR’s who handle the policy changes in your office. |
Sep 20 | 10:30am | Policy Entry - An Accounting Perspective of The Broker's Desktop This course provides an overview of the client ledger card, policy transaction types, and policy billing types. We will discuss the specific GL postings of the policy transactions and how to correct entry errors. This course, which is approximately 60 - 90 minutes in length, is designed for staff who perform Accounting support in the brokerage. |
Sep 20 | 10:30am | Policy Entry - An Accounting Perspective of The Underwriter’s Desktop This course provides an overview of the sub broker ledger card, policy transaction types, and policy billing types. We will discuss the specific GL postings of the policy transactions and how to correct entry errors. This course, which is approximately 60 - 90 minutes in length, is designed for staff who handle the billings in your MGA office. |
Sep 20 | 1:00pm | Basic Accounting Transactions - The Accountant's Desktop This course covers the basic accounting transactions found on The Accountant's Desktop in TBW. Class participants will be shown how to perform deposits, cheques, journal entries, AR/AP reconciliations, bank reconciliations, and the month-end/year-end close procedure. This course, which is approximately 2 hours and 15 minutes in length, is designed for staff who perform Accounting support in the brokerage. |
Sep 21 | 10:30am | Basic Accounting Transactions - The Broker's Desktop This course covers the basic accounting transactions found on The Broker's Desktop in TBW. Class participants will be shown how to record client receipts, NSF payments, client refunds, client ledger card reconciliations, service charges, and small balance and bad debt write-offs. This course, which is approximately 60 minutes in length, is designed for front-end staff and those who perform Accounting support in the brokerage. |
Sep 21 | 1:00pm | Basic Accounting Transactions - Reporting This course covers a variety of accounting reports available in TBW. Class participants will be shown how to run the balance sheet and statement of earnings and perform General Ledger inquiries. Other reports covered are the Cash Status Report; the Closed Day Report; AR reports, statements, and invoices; AP reports and statements; and the Production Report. This course is approximately 90 minutes in length. |
Oct 18 | 1:00pm | Get Working with Word Processing in TBW If you’re responsible for creating correspondence (such as letters, envelopes, and labels) in your brokerage, join us for this 60-minute training session focused on TBW’s Word Processing module. Get to know your way around the Word Processor, and learn how to create, modify, and organize reusable letter templates. |
Oct 17 | 2:30pm | Get Working with TBW Email TBW’s fully integrated Email component allows you to access and work with email directly in the TBW/TUW window. If email communication is part of your day, join us for this 30-minute training session to learn how TBW Email can enhance your workflow. We’ll look at sending and receiving email messages, sending TBW/TUW documents (and other documents) as attachments, saving email messages to client folders, and more. |
*Credit hours are available for Manitoba and Alberta, as well as RIBO credits for Ontario.
If you require Continuing Education credits for one or more of our online training sessions, you will have to complete and submit the corresponding quiz (that will be sent out to you following the session). Please note that the quiz is mandatory and must be passed to receive a check-circle of completion for that session.
View credit hours course information or contact training@rivalit.com with any questions you have about CE credits for our courses.
