GuidesResources [Training Recording] Surer Training: leveraging Surer and unleashing the potential of tech for your business Having conducted upwards of 20 webinars across the past 12 months, an ongoing request /…SurerSeptember 1, 2023
GuidesResources [Training Recording] Learn how to unleash the full potential of Surer’s Website Builder feature Thank you to all who had attended our virtual training to learn how to fully…SurerApril 25, 2023
Guides Video Tutorial Part 1: Getting started – managing your Profile, Client Directory and Referral Circle In this article, we would like to provide you with bite-sized video tutorials on key…SurerApril 29, 2022
Guides Video Tutorial Part 2: Creating and sending a proposal This article will give you a step-by-step overview and video tutorial guide on how to…SurerApril 28, 2022
Guides Video Tutorial Part 3: Managing a Proposal In Progress, Records and Policies In a previous video guide, we shared how you can create and send a proposal…SurerApril 27, 2022
Guides Video Tutorial Part 4: Managing a Referral and Referral Circle In a previous video tutorial, we shared how you could also send a proposal to…SurerApril 26, 2022
Guides Video Tutorial Part 5: Proposal co-creation and Drafts We understand how two things in the proposal creation process can be very tedious The…SurerApril 25, 2022