Convey Classroom

Contact:
Email:
Phone:
888-975-1382

View The Tutorials And Learn How To Add Content To Your Catalog

Keep your catalog fresh! 


Help insurance agents work smarter by providing them with the most current company information.  


Set Up Your Catalog

Make your catalog searchable, add branding and a description about your company.  

My Dashboard » Catalog » Catalog Preview and View Tutorial


Add Your Contact Information

Make sure agents know how to contact your company by adding your information to the header contact area. 

Most catalogs say “See Contacts Page” in the header area.  Step 3 is where you add multiple company contacts.  If you are truly the ONLY person to contact, then add your contact information to the header area.

My Dashboard » Catalog » Header Contact » View Tutorial




Add Pages

Add additional information including a list of company contacts.  Create forms, and add hyperlinks.

My Dashboard » Catalog » Pages » View Tutorial


Add Posts

Posts can be viewed online, downloaded or email shared.  Add almost any file type including video.

My Dashboard » Posts » View Tutorial


Add banners and custom sections

Direct agents to the most important content.  Organize your catalog into post sections to make it easy for agents to find content.  

My Dashboard » Catalog » Catalog Sections » View Tutorial

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Insurance Catalog Check-list

Training

Download and save or print this document to help you set-up your catalog.

Catalog Check-List

Training

This checklist provides a reminder of what the features are and where to find them to make edits to your catalog.

Catalog Best Practices

Training

Learn the best way to display your company information, and what to add.

4 Strategies for Every Convey Catalog

CEO Insights

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 portfolios of.. →

Catalog and Posting Overview

Training

Learn how to manage your catalog with this easy overview and guide.

Catalog Sections

Training

Catalog Sections allow you to create a custom look for your catalog home page with banners, posts, text & graphics and spacers that can be moved up.. →

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Convey Insurance - Conduct Campaigns

Marketing Material

Conduct is a sophisticated marketing automation tool. Portal Administrators add complete campaigns for producers to send to customers and prospects.

Convey Insurance Forums

Marketing Material

Quick overview of Convey Insurance Forums features.

Convey Insurance Portal Key Features

Marketing Material

Quick overview of Convey Insurance portal features.

Convey Insurance Overview

Marketing Material

Overview of the Convey Insurance Program - Advantages for Carries and Vendors

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Troubleshooting

Training

Please submit this guide to your IT Department.

How To Login to Convey Insurance

Training

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

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Catalog Check-List Catalog Check-List

This checklist provides a reminder of what the features are and where to find them to make edits to your catalog.

Training
Training
5 Training-Training jplist-topic-help jplist-topic-Train jplist-topic-Instructions 0 377667 377667 This checklist provides a reminder of what the features are and where to find them to make edits to your catalog.

Catalog Check-List

Training

This checklist provides a reminder of what the features are and where to find them to make edits to your catalog.

Insurance Catalog Check-list Insurance Catalog Check-list

Download and save or print this document to help you set-up your catalog.

Training
Training
6 Training-Training jplist-topic-checklist 0 377037 377037 Download and save or print this document to help you set-up your catalog.

Insurance Catalog Check-list

Training

Download and save or print this document to help you set-up your catalog.

ANE Portal Training Webinar ANE Portal Training Webinar

ANE’s portal provides a more convenient way for you to distribute your company’s information to their member agencies vs. traditional ...

Training
Training
7 Training-Training jplist-topic-ANE-Training-Webinar 0 372875 372875

ANE Portal Training Webinar

Training

ANE’s portal provides a more convenient way for you to distribute your company’s information to their member agencies vs. traditional methods ...

Catalog Sections Catalog Sections

Catalog Sections allow you to create a custom look for your catalog home page with banners, posts, text & graphics and spacers that can be ...

Training
Training
8 Training-Training jplist-topic-training jplist-topic-sections jplist-topic-catalog 0 318516 318516 Catalog Sections allow you to create a custom look for your catalog home page with banners, posts, text & graphics and spacers that can be moved up or down on the page.

Catalog Sections

Training

Catalog Sections allow you to create a custom look for your catalog home page with banners, posts, text & graphics and spacers that can be moved up ...

Convey Insurance - Conduct Campaigns Convey Insurance - Conduct Campaigns

Conduct is a sophisticated marketing automation tool. Portal Administrators add complete campaigns for producers to send to customers and ...

Marketing Material
Marketing Material
9 Marketing-Material-Marketing-Material jplist-topic-producer jplist-topic-one-sheet 0 278887 278887 Conduct is a sophisticated marketing automation tool.  Portal Administrators add complete campaigns for producers to send to customers and prospects.

Convey Insurance - Conduct Campaigns

Marketing Material

Conduct is a sophisticated marketing automation tool. Portal Administrators add complete campaigns for producers to send to customers and prospects.

Convey Insurance Forums Convey Insurance Forums

Quick overview of Convey Insurance Forums features.

Marketing Material
Marketing Material
10 Marketing-Material-Marketing-Material jplist-topic-post jplist-topic-forum jplist-topic-one-sheet jplist-topic-discussion 0 278886 278886 Quick overview of Convey Insurance Forums features.

Convey Insurance Forums

Marketing Material

Quick overview of Convey Insurance Forums features.

Convey Insurance Portal Key Features Convey Insurance Portal Key Features

Quick overview of Convey Insurance portal features.

Marketing Material
Marketing Material
11 Marketing-Material-Marketing-Material jplist-topic-overview jplist-topic-convey jplist-topic-quick-facts 0 278885 278885 Quick overview of Convey Insurance portal features.

Convey Insurance Portal Key Features

Marketing Material

Quick overview of Convey Insurance portal features.

How To Login to Convey Insurance How To Login to Convey Insurance

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

Training
Training
12 Training-Training jplist-topic-forgot-password jplist-topic-password 0 81844 81844 Steps to log into Convey Insurance and if you forgot our password.

How To Login to Convey Insurance

Training

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

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