Convey Classroom
| Website: | http://conveyservices.com |
| Name: | Convey Support |
| Email: | |
| Phone: | +1888-975-1382 |
Welcome to Convey Classroom. Explore this catalog and find videos and user guides that help you navigate your catalog and how to post content, training and events. Check out the Training folder to get ideas about how to turn your catalog into a promotional powerhouse for your company. Learn how to maximize the opportunities to promote yourself in the catalog and to add engaging and interesting content, training and events.
View The Tutorials And Learn How To Add Content To Your Catalog
Keep your catalog fresh!
Help insurance agents work smarter by providing them with the most current company information.
Set Up Your Catalog
Make your catalog searchable, add branding and a description about your company.
My Dashboard » Catalog » Catalog Preview and View Tutorial
Add Your Contact Information
Make sure agents know how to contact your company by adding your information to the header contact area.
Most catalogs say "See Contacts Page" in the header area. Step 3 is where you add multiple company contacts. If you are truly the ONLY person to contact, then add your contact information to the header area.
My Dashboard » Catalog » Header Contact » View Tutorial
Add Pages
Add additional information including a list of company contacts. Create forms, and add hyperlinks.
My Dashboard » Catalog » Pages » View Tutorial
Add Posts
Posts can be viewed online, downloaded or email shared. Add almost any file type including video.
My Dashboard » Posts » View Tutorial
Add banners and custom sections
Direct agents to the most important content. Organize your catalog into post sections to make it easy for agents to find content.
My Dashboard » Catalog » Catalog Sections » View Tutorial
 Training
Download and save or print this document to help you set-up your catalog.
checklist
Download and save or print this document to help you set-up your catalog.
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Training
This checklist provides a reminder of what the features are and where to find them to make edits to your catalog.
help, Instructions, Train
This checklist provides a reminder of what the features are and where to find them to make edits to your catalog.
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Training
Learn the best way to display your company information, and what to add.
contacts, content, help, posts
Learn the best way to display your company information, and what to add.
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CEO Insights
Put yourself in the shoes of an average producer. He or she works with a master agency network or broker who offers larger and larger portfolios of carriers, products, and industry solutions. As a result, producers have to work harder to find those the solutions are right for their customer. You ...
Catalog Strategies
Put yourself in the shoes of an average producer. He or she works with a master agency network or broker who offers larger and larger portfolios of carriers, products, and industry solutions. As a result, producers have to work harder to find those the solutions are right for their customer. You have an opportunity to make their job easier when you design your Convey catalog.
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Training
Learn how to manage your catalog with this easy overview and guide.
catalog, post
Learn how to manage your catalog with this easy overview and guide.
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Training
Catalog Sections allow you to create a custom look for your catalog home page with banners, posts, text & graphics and spacers that can be moved up or down on the page.
catalog, sections, training
Catalog Sections allow you to create a custom look for your catalog home page with banners, posts, text & graphics and spacers that can be moved up or down on the page.
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Marketing Material
Conduct is a sophisticated marketing automation tool. Portal Administrators add complete campaigns for producers to send to customers and prospects.
one sheet, producer
Conduct is a sophisticated marketing automation tool. Portal Administrators add complete campaigns for producers to send to customers and prospects.
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Marketing Material
Quick overview of Convey Insurance Forums features.
discussion, forum, one sheet, post
Quick overview of Convey Insurance Forums features.
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Marketing Material
Quick overview of Convey Insurance portal features.
convey, overview, quick facts
Quick overview of Convey Insurance portal features.
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Marketing Material
Overview of the Convey Insurance Program - Advantages for Carries and Vendors
at a glance, glance, one, one-sheet, sheet
Overview of the Convey Insurance Program - Advantages for Carries and Vendors
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Training
Please submit this guide to your IT Department.
404, error, help, message, not loading, save
Please submit this guide to your IT Department.
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Training
Steps to log into Convey Insurance and if you forgot our password.
forgot password, password
Steps to log into Convey Insurance and if you forgot our password.
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A Guide for Your IT department
Please submit this guide to your IT Department.
Put yourself in the shoes of an average producer. He or she works with a master agency network or broker who offers larger and larger ...
4 Strategies for Every Convey Catalog
Put yourself in the shoes of an average producer. He or she works with a master agency network or broker who offers larger and larger portfolios of ...
Learn how to manage your catalog and posts
Learn how to manage your catalog with this easy overview and guide.
Catalog and Posting Overview
Learn how to manage your catalog with this easy overview and guide.
Carrier and Vendor advantages
Overview of the Convey Insurance Program - Advantages for Carries and Vendors
Convey Insurance Overview
Overview of the Convey Insurance Program - Advantages for Carries and Vendors
Learn the best way to display your company information, and what to add.
Learn the best way to display your company information, and what to add.
Catalog Best Practices
Learn the best way to display your company information, and what to add.
This checklist provides a reminder of what the features are and where to find them to make edits to your catalog.
Catalog Check-List
This checklist provides a reminder of what the features are and where to find them to make edits to your catalog.
Download and save or print this document to help you set-up your catalog.
Insurance Catalog Check-list
Download and save or print this document to help you set-up your catalog.
ANE's portal provides a more convenient way for you to distribute your company's information to their member agencies vs. traditional ...
ANE Portal Training Webinar
ANE's portal provides a more convenient way for you to distribute your company's information to their member agencies vs. traditional methods like ...
Catalog Sections allow you to create a custom look for your catalog home page with banners, posts, text & graphics and spacers that can be ...
Catalog Sections
Catalog Sections allow you to create a custom look for your catalog home page with banners, posts, text & graphics and spacers that can be moved up ...
Conduct is a sophisticated marketing automation tool. Portal Administrators add complete campaigns for producers to send to customers and ...
Convey Insurance - Conduct Campaigns
Conduct is a sophisticated marketing automation tool. Portal Administrators add complete campaigns for producers to send to customers and prospects.
Convey Insurance Forums
Quick overview of Convey Insurance Forums features.
Quick overview of Convey Insurance portal features.
Convey Insurance Portal Key Features
Quick overview of Convey Insurance portal features.
Steps to log into Convey Insurance and if you forgot our password.
How To Login to Convey Insurance
Steps to log into Convey Insurance and if you forgot our password.
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