Check back to this page for training materials as they become available.

Insurance Terms: Learn the insurance vocabulary with this handy resource.

AI Policy Checking: How to use askbroadstreet+policycheck@broadstreetcorp.com to automatically check policies (Passcode: 8a^hHv!i%W). recorded 7/2025

Box:  Video of Training session that goes over use of Box.com including Box Drive. recorded 2/2021

CSR24: Step by step guides for specific activities within CSR24.

Digital Signatures: Video discussing the differences between Box Sign and RightSignature and how to collect signatures with each. recorded 2/2022

Epic: Central Repository of all training materials needed for Epic.

Excel: Video of training session covering basic and intermediate Excel functionality. recorded 4/2018

Excel (Advanced): Includes vlookup, pivot tables, data analysis and graphing. recorded 7/2018

LastPass: Quick, easy and secure password management software. recorded 4/2019

Microsoft Teams: Software for virtual meetings, chat/IM and collaboration. recorded 5/2021

Outlook: Various tips & tricks for making it easier and quicker to use Outlook and manage your mailbox. recorded 10/2018

Pardot Marketing Automation: Sales training guide on how to utilize Pardot to maximize sales.

PDF-XChange Training: This video tutorial will provide basic training on how to use PDF-XChange.

Proposal System: Video of training system covering the use of the excel-based proposal template + add-in. recorded 4/22/2020

Salesforce: View some helpful videos regarding chatter and submissions.

SterlingGPT: how to use the AI Email Bot including various use cases and examples (use pass code R9zYfmWa8$). recorded 10/31/2024

Word: Video of session covering formatting, page layout, track changes and mail merge.  recorded 9/2018

Zoom: Video of training session going over how to use the software to attend and host virtual meetings  recorded 2/2021 

Zoom (Phone + Meetings): Video of training session provided by Zoom prior to rollout of Zoom Phone (6/2021)

Chubb Slideshow: How to Sell and Service Your Customers Virtually