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Convey Product Updates and Release Notes

Click HERE to view all Product Updates and Release Notes. While you are there, check out the Convey Corporate website.

Product Info
Product Info
0 1 05/16/2016 11:41:45
4 Strategies for Every Convey Catalog

Put yourself in the shoes of an average producer. He or she works with a master agency network or broker who offers larger and larger ...

CEO Insights
CEO Insights
1 1 05/08/2016 10:30:41
Catalog/Portfolio Terms on Convey

Terminology and image sizes on catalogs

User Guide
User Guide
2 1 08/27/2015 17:55:22
Home Page Specs & Sizes

Specifications and terminology for items on the home page

User Guide
User Guide
3 1 08/27/2015 18:34:15
Advertising Types & Sizes

There are many advertising opportunities within Convey. Please review the options and email support@conveyservices.com with any questions.

User Guide
User Guide
4 1 08/27/2015 18:35:43
System Requirements and Troubleshooting

This PDF provides answers to frequently asked troubleshooting issues as well as system requirements.

Appetite Guide
Appetite Guide
5 1 09/17/2015 13:30:53
Short Post - Interactive Training

Learn How To Add And Edit A Short Post

Education & Training
Education & Training
6 1 07/02/2015 07:02:06
Reports

Training
Training
7 0 05/24/2017 17:44:35
Convey Offers Insurance Carriers & Vendors More!

Most of you know us as the technology company that powers content portals for master agency networks, and we are adding more options to ...

CEO Insights
CEO Insights
8 0 10/12/2016 14:11:19
“Align” Your Agency Network

Convey announced a game changer program that helps you engage agencies and their producers. It’s Align, the Online Resource & Marketing ...

CEO Insights
CEO Insights
9 0 10/12/2016 14:07:01
The 6 Pillars of Effective Sales Conversations

The 6 Pillars of Effective Sales Conversations A thorough sales script can be a big help when it comes to having a successful -- and ...

Tips and Hints
Tips and Hints
10 0 06/24/2016 12:31:27
The Member Dashboard

Tips and Hints
Tips and Hints
11 0 05/26/2016 16:37:02
How To Log Into Convey Insurance

Steps to log into Convey Insurance and if you forgot our password.

Training
Training
12 0 05/25/2016 17:15:59
United Valley Catalog Training

In this training video, you will learn: How to brand your catalog How to promote engagement and create calls to action Adding ...

Video
Video
13 0 05/11/2016 14:29:19
United Valley Demo

United Valley is launching a new portal within the Members' Intranet to provide a streamlined way for members to get updated company ...

Video
Video
14 0 05/10/2016 12:00:46
Creating a Tutorial in Sway

Watch this video to see how to create a tutorial using Microsoft Sway

Training
Training
15 0 05/06/2016 12:20:03
United Valley Catalog Training - April 25 @ 1pm PST

THIS SITE LAUNCHES APRIL 25, and it's time to add your company's information for the members of United Valley to view If you attended the ...

April 25, 2016 Live Webinar
April 25, 2016
Live Webinar
16 04/25/2016 0 04/12/2016 09:40:01
United Valley Catalog Training - April 22 @ 1pm PST

THIS SITE LAUNCHES APRIL 25, and it's time to add your company's information for the members of United Valley to view If you attended the ...

April 22, 2016 Live Webinar
April 22, 2016
Live Webinar
17 04/22/2016 0 04/12/2016 09:38:46
United Valley Catalog Training - April 18 @ 1pm PST

THIS SITE LAUNCHES APRIL 25, and it's time to add your company's information for the members of United Valley to view If you attended the ...

April 18, 2016 Live Webinar
April 18, 2016
Live Webinar
18 04/18/2016 0 04/12/2016 09:37:10
Admitted Professional Liability

10 Different Coverages to Protect Your Clients This new ADMITTED program is geared toward small to ...

Product Info
Product Info
19 0 02/25/2016 13:57:38
Maximize Your Catalog Subscription on Convey

We've looked at your Convey catalog, and I think many of you are missing out on what is an incredible opportunity to elevate the way you ...

Appetite Guide Carolyn Bradfield, Speaker/Author
Appetite Guide
Carolyn Bradfield, Speaker/Author
20 0 07/28/2015 12:55:09
New Business Incentives

Distinguish yourself by highlighting the incentives you offer producers to add new business. Here are some ways to call attention to ...

Tips and Hints
Tips and Hints
21 0 07/02/2015 07:02:05
Promote Yourself with Catalog Banners!

Catalog Banners are an easy way to make your catalog more interesting, highlight a promotion or an upcoming event, or link the user to ...

Tips and Hints
Tips and Hints
22 0 07/02/2015 07:02:03
Keep It Short and Simple - Adding a Short Post

Do you have an idea you want to communicate? A quick tip and hint? Or a link you want to share with your audience? Then consider creating a ...

Tips and Hints
Tips and Hints
23 0 07/02/2015 07:02:03
It's an Event! Adding an Event to Your Catalog

It's a "virtual" certainty that events grab people's attention. Add a webinar as part of your promotional strategy and it's sure to get ...

Tips and Hints
Tips and Hints
24 0 07/02/2015 07:02:03
On the Case! The Case for "Case Studies"

Who is "on the case" ? It should be you! Case Studies are one of the most powerful ways to showcase the success of your products and ...

Tips and Hints
Tips and Hints
25 0 07/02/2015 07:02:03
Profile Your Products - New Ways to Deliver Your Product Message

You've got great products and services, but how do you get viewers to notice without feeding them the same dry product slicks like everyone ...

Tips and Hints
Tips and Hints
26 0 07/02/2015 07:02:03

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