For independent agents
Technology & tools
Get guidance on quoting and enrollment tools, with training to help you use them in your work.
Tools you can understand and use.
Technology is useful when you know how to make it part of your work. Safeguard and Associates provides guidance on quoting and enrollment tools, along with training and onboarding support. The aim is to help you understand the task you need to complete, without assuming you already know every tool.
Start with the task you need to complete.
Describe what you are trying to do, the product you work with, and where you are having difficulty. This helps guide the conversation and identify relevant training resources. If you run an agency, you can also discuss your team’s learning needs.
Questions about technology and tools.
Do I need to know the tools before contacting Safeguard and Associates?
You do not need all the answers to start a conversation. Explain your experience and questions so we can help identify relevant onboarding and training support.
Are there resources I can revisit after training?
Yes. Recorded training is available alongside live sessions. Ask which resources can help you revisit the tools you use in your work.
What should I share when describing a difficulty?
Describe the task and issue in general terms. Do not include passwords, medical information, Social Security numbers, or policy or customer details in the inquiry form.
Related support for your work.
Training & education
Live sessions and recorded resources.
Explore trainingOperational support
Help with onboarding, materials, and renewals.
Explore operational supportLet’s take the next step together