Tech Tutorials

Tech Tutorials

Master the Tools. Maximize Your Impact.

Step inside our tutorials to unlock the full power of Ai Merchantry technology.

Microsoft Teams

Microsoft Teams connects your team with chat, calls, and video meetings — all in one secure, collaborative workspace.

Microsoft SharePoint

Microsoft SharePoint organizes, stores, and shares documents securely — empowering teamwork with a central hub for content and collaboration.

Microsoft OneNote

Microsoft OneNote lets you capture ideas, notes, and to-dos in one digital notebook — easy to organize, share, and access across all your devices.

Microsoft To Do

Microsoft To Do helps you manage tasks, set reminders, and stay organized — a simple, connected checklist to keep life and work on track.

Microsoft OneDrive

Microsoft OneDrive stores your files securely in the cloud — access, share, and collaborate anytime, anywhere, with built-in backup and protection.

Canava

Canva makes design simple with drag-and-drop templates — create professional graphics, presentations, and social posts quickly and easily.

Digital card

Next is our Digital Business Card that lets you instantly share contact info, links, and profiles with a tap — modern networking made fast, simple, and smart.

AiM-Elevate CRM

In this session, we’ll dive into how our CRM and marketing platform aim to elevate technology, streamlining every client interaction and optimizing advisor efficiency.

Ipipeline IGo

In this session, you'll learn about iPipeline's iGO platform—a digital solution that streamlines life insurance applications by reducing errors and accelerating the entire process.

SymTrain

Simulate real-world scenarios with AI roleplay to sharpen skills, improve responses, and boost confidence in tech and client interactions.

Kahoot

Use interactive quizzes and games to reinforce tech training, making tutorials fun, memorable, and engaging for teams and clients.

Ensight Quoting

Visualize insurance products through dynamic, client-friendly comparisons that simplify quoting and speed decision-making.

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