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Remote or On-site System Training Customized To Your Needs

Transform the insurance experience & drive growth.

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Get the most out of our software

Onboarding new customers is critical to both your success and ours. While our software is easy to use and intuitive, we want you and your staff to get the most out of it, understanding all its features and how to utilize them for maximum results. Our training services are designed to show you what is possible.

Training Options

Training Options

We offer remote training services via video and desktop sharing, which is a common practice with our clients. On-site services are also available upon request. Our virtual training schedules are designed to accommodate a client’s schedule with training sessions taking place over multiple days/weeks providing customers with time to dive deep, learn the system and ask questions as needed.

On-site training is more intensive often taking a bootcamp-like approach spending one to several days with customers training until you’re ready to go.

Procedure Guides

Procedure Guides

Training is customized for each customer so you only learn what you need to know to operate your business. VRC augments training with existing training materials and offers services to create workflow procedure guides specific to you. These guides are great for future onboarding or reference as needed.

Documentation

Documentation

VRC’s extensive training library contains materials related to front-office workflows, account procedures, and even back-office setup. More specific functionality can be referenced in simplified documents targeting that specific area.

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