Recommended training paths

For a contract holder or agency principal

Step 1 – Understand the new terms and navigation
Read modernLINK/AMsuite Comparison

Step 2 – Learn how to access AMsuite, set up an account and access policies
Read Navigating Successfully in AMsuite Policy

Step 3 – Review the product lines important to your agency
Download the product comparison documents

For a licensed agent quoting policies and managing accounts

Step 1 – Understand the new terms and navigation
Read modernLINK/AMsuite Comparison

Step 2 – Learn how to access AMsuite, set up an account and access policies
Read Navigating Successfully in AMsuite Policy

Step 3 – Understand the submission (quoting) process
Read Quoting Process Overview

Step 4 – Review account transaction, coverages and documents
Take training module Viewing Account and Policy Information

Step 5 – Learn how to manage policy or account activity and changes
Read Using the Desktop to Manage Activities

Step 6 – Review the product lines important to your agency
Download the product comparison documents
or take training modules for individual products

Access training modules from within AMsuite

Learn more about using AMsuite

Take a training class
We have many online learning modules. Pick the ones appropriate for your business.

Sign up for a webinar
If you like to hear a live instructor, we give Internet-based presentations several times a month.

Look at the job aids
Job aids are short documents you can download that focus on specific topics.

When in doubt, call us at 800-543-2644