Stephen Hayden

  • Total activity 33
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Activity overview

Latest activity by Stephen Hayden
  • Stephen Hayden created an article,

    Setting up a Zoom meeting with your client

    To set up a meeting with your client, simply click on Schedule a Meeting on Zoom for web or click on the Schedule button on your chosen Zoom app. Sign in to your Zoom web portal. Click Meetings. C...

  • Stephen Hayden created an article,

    How to create a Zoom account

    To set up a Zoom account, simply go to https://zoom.us/. You can sign up for a basic plan for free, or sign up to their other packages.  Once you’ve signed up, you’ll need to activate your account...

  • Stephen Hayden created an article,

    Selecting a Loading

    This video gives you an overview of how you add loadings to your quote in MyQuotes.  

  • Stephen Hayden created an article,

    Generating a report on MyQuotes video

    This video gives you an overview of how to generate a quote on MyQuotes.

  • Stephen Hayden created an article,

    Changing your logo on MyQuotes Reports video

    This video gives you an overview of how to change your profile logo which appears in the MyQuotes reports.

  • Stephen Hayden created an article,

    MyQuotes Demo (Protection)

      This video will demonstrate a full quote for a Protection plan on the new MyQuotes system.  

  • Stephen Hayden created an article,

    Quick Quote and Detailed Quote for Protection on MyQuotes video

    This video gives you an overview of how to do a quick quote and also a detailed quote for protection on MyQuotes.

  • Stephen Hayden created an article,

    What happens when I submit a proposal from MyQuotes?

    When you get a quote you will be given an option to Submit a proposal. This option allows you to bring the information that you have entered in the Quote over to the Execution system and to submit ...

  • Stephen Hayden created an article,

    What options are available when I choose Detailed quote in MyQuotes?

    In addition to the quick quote a detailed quote gives you all the optional product benefits and allows you to generate a personalised report for your client. The detailed quote also allows you to ...

  • Stephen Hayden created an article,

    What is the difference between a quick quote and a detailed quote on MyQuotes?

    When you look to run a quote on MyQuotes you will get the option to do a Quick or Detailed quote, but what are the differences? Quick Quote A quick quote gives you quick results with minimum input...