AIM® for Windows® Online Training

General Instructions

Click on the link under the module you would like to review. Each module is about 5 to 10 minutes in length. At the bottom of each module is a set of controls that allows you to repeat, pause or fast forward. You may have to scroll down to see them.

File Cabinet

File Cabinet is where you will organize your file flow for your office. This module will teach you how to navigate through the AIM File Cabinet as well as use our Search tool and many other helpful tools available in AFW.

CLICK HERE

Order Entry

The Order Entry Module is intuitively designed to walk you through each step of the order entry process.

CLICK HERE

Document Preparation Module

The Documents Module will enable you to create any document needed for the closing process. Each of these documents will be saved as part of the order record and will be able to be called up at any time.

CLICK HERE

HUD

Our visual HUD makes it easy to navigate and input the closing data. Pop-up dialog boxes help with prorations.

COMING SOON.

Policy Prep.

Creating policies just got easier with our integrated policy inventory and electronic jackets.

CLICK HERE

Policy Reporting

Policy reporting, a necessary evil.

COMING SOON

Autotext

Autotext makes creating even the most complicated commitment or policy a simplified process.

CLICK HERE