Tutorials

Assign Training

Administration , Training

Learn how to assign training to team members by either assigning courses to individuals or roles or by using an invitation link.

Centralize and Simplify

General

Take a closer look at Quadra, the solution for self-insured entities, and see what makes it such a valuable tool for managing insurance programs.

Certificate Renewals and Non-renewals

Certificates

Learn how to renew certificates individually and as a batch. Also learn how to non-renew certificates on a specific date.

Claims Module Overview

Claims

Explore the Claims module in Quadra, including importing, exporting, searching claims, plus managing notes and documents.

Complete Asset Changes and Invoice Creation

Allocations

This tutorial shows you how to manually complete asset changes, meaning journal entries are created; and invoice creation, meaning invoices are created against which payments can be received.

Create a Bulletin for the Dashboard

Administration , Dashboard

Use a dashboard bulletin to post news or announcements to team members. This tutorial focuses on using a MS Word document to easily import text and formatting choices.

Create a Certificate of Insurance

Certificates

Create a property or liability certificate and print or send it by fax or email.

Create a Notification

Administration , General

Learn how to set notifications that alert you to specific changes in Quadra, such as a new asset or an upcoming deadline.

Create a Survey

Surveys

Explore the Surveys module and learn more about the types of questions and other options that can be used to collect data.