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Wisdom from Our Catalog Users

How Ideas Make it into the Technology

CEO Insights
CEO Insights
0 1 06/03/2016 14:04:37
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
1 1 05/16/2016 11:41:45
Convey Catalog Managed Services

Let Convey Post for you

Marketing Material
Marketing Material
2 1 05/12/2016 12:38:26
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
3 1 05/08/2016 10:30:41
Catalog/Portfolio Terms on Convey

Terminology and image sizes on catalogs

User Guide
User Guide
4 1 08/27/2015 17:55:22
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
Home Page Specs & Sizes

Specifications and terminology for items on the home page

User Guide
User Guide
6 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
7 1 08/27/2015 18:35:43
Reports

Training
Training
8 0 05/24/2017 17:44:35
Events

Training
Training
9 0 02/24/2017 12:13:40
Quick Posts

Training
Training
10 0 02/24/2017 12:13:08
Training
11 0 01/25/2017 12:47:19
Training
12 0 01/25/2017 12:46:32
Training
13 0 01/25/2017 12:45:43
Blog Posts

Training
Training
14 0 01/25/2017 12:44:52
Training
15 0 01/25/2017 12:43:59
Training
16 0 01/25/2017 12:43:07
Training
17 0 01/25/2017 12:41:17
Training
18 0 01/25/2017 12:40:18
Training
19 0 01/25/2017 12:39:21
Training
20 0 01/25/2017 12:37:51
Site Access

Training
Training
21 0 01/25/2017 12:36:06
Training
22 0 01/25/2017 12:35:14
Training
23 0 01/25/2017 12:34:30
Training
24 0 01/25/2017 12:33:34
Training
25 0 01/25/2017 12:32:40
Training
26 0 01/25/2017 12:31:49
Training
27 0 01/25/2017 12:30:49
Training
28 0 01/25/2017 12:30:02
Training
29 0 01/25/2017 12:29:14
Post Types

Training
Training
30 0 01/25/2017 12:28:34
Training
31 0 01/25/2017 12:27:55
Training
32 0 01/25/2017 12:26:47
Training
33 0 01/25/2017 12:26:03
Training
34 0 01/25/2017 12:25:01
Training
35 0 01/25/2017 12:23:16
Training
36 0 01/25/2017 12:18:30
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
37 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
38 0 10/12/2016 14:07:01
Less Can Be More

Today’s content consumer tweets, chats, instant messages, and texts. They consume information in smaller and smaller portions and want ...

CEO Insights
CEO Insights
39 0 06/20/2016 16:06:24
The Member Dashboard

Tips and Hints
Tips and Hints
40 0 05/26/2016 16:36:12
How To Log Into Convey Insurance

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

Training
Training
41 0 05/25/2016 17:15:59
Agencies and Producers are Looking

Convey has now been serving the property and casualty marketplace with its content portal for almost 2 years. Collectively, we provide ...

CEO Insights
CEO Insights
42 0 05/17/2016 13:00:44
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
43 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
44 0 05/10/2016 12:00:46
Doing things the "Sway Way"

Check out this Sway tutorial from Microsoft

Training
Training
45 0 05/06/2016 12:35:36
Create a Newsletter in Sway

Create a newsletter using Microsoft Sway. Check out this video

Training
Training
46 0 05/06/2016 12:33:49
Create a Presentation in Sway - Part 2

Check out this video from Microsoft on how to create a presentation in Sway

Training
Training
47 0 05/06/2016 12:31:03
Create a Presentation in Sway-Part 1

Check out this video from Microsoft on how to create a presentation in Sway

Training
Training
48 0 05/06/2016 12:23:07
Creating a Tutorial in Sway

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

Training
Training
49 0 05/06/2016 12:15:39
Test 3

test 3

Training
Training
50 0 05/06/2016 12:11:41
Video embed test 2

test 2

Tips and Hints
Tips and Hints
51 0 05/06/2016 12:10:58
Video Imbed test

This is a test

Tips and Hints
Tips and Hints
52 0 05/06/2016 12:10:01
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
53 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
54 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
55 04/18/2016 0 04/12/2016 09:37:10
Release Notes - Dec. 9th 2015

Product New Features and Improvements

Appetite Guide
Appetite Guide
56 0 12/08/2015 18:13:49
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
57 0 07/28/2015 12:55:09
PIIB Catalog Guidelines

User Guide for PIIB Catalog Owners

User Guide
User Guide
58 0 03/03/2015 14:07:07
Engaging Agencies with Convey!

You've just been added to your first Master Agency Network site. How do you know that the members will visit the site and see your catalog? ...

Tips and Hints
Tips and Hints
59 0 12/23/2014 12:09:27
Hub and Spoke - A Quick Overview

You've just been added to your first Master Agency Network site. However, you can plan on more sites to come in the future! How do you ...

Tips and Hints
Tips and Hints
60 0 12/23/2014 11:56:47
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
61 0 12/22/2014 16:12:02
Hot Off the Press! Press Releases as a Marketing Tool

So, you've been in the news recently. And your company has created effective press releases. Why not add them to your Convey catalog? A ...

Tips and Hints
Tips and Hints
62 0 12/16/2014 17:32:32
White is the New Green! Tips for Effective White Papers

80% of business-to-business buyers value white papers to give them the insight they need to make a purchase decision. White papers don't ...

Tips and Hints
Tips and Hints
63 0 12/16/2014 17:31:14
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
64 0 12/16/2014 17:29:33
Pep Up Your PowerPoint!

You're nodding off, right? If you have to look at one more PowerPoint, you'll go crazy. Too much text! Too many slides! Boring message! ...

Tips and Hints
Tips and Hints
65 0 12/16/2014 17:28:08
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
66 0 12/16/2014 17:26:20
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
67 0 12/16/2014 17:24:43
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
68 0 12/16/2014 17:21:20
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
69 0 12/16/2014 17:18:59

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