For a licensed agent quoting policies and managing accounts

Step 1 – Understand the new terms and navigation
Read modernLINK/AMsuite Comparison

Step 2 – Learn how to access AMsuite, set up an account and access policies
Read Navigating Successfully in AMsuite Policy

Step 3 – Understand the submission (quoting) process
Read Quoting Process Overview

Step 4 – Review account transaction, coverages and documents
Take training module Viewing Account and Policy Information

Step 5 – Learn how to manage policy or account activity and changes
Read Using the Desktop to Manage Activities

Step 6 – Review the product lines important to your agency
Download the product comparison documents
or take training modules for individual products

Access training modules from within AMsuite