Client Management | Training Materials

(For internal use only)

Training Folder Order Form

Please complete and submit an order form if you would like to request training folders.

  • Add additional rows for multiple locations.
    Contact NamePhone NumberAddressAddress Line 2CityStateZip CodeQuantity 
  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • Drop files here or
    Accepted file types: jpg, png, pdf, jpeg, doc, docx, xlsx, Max. file size: 50 MB.

    Training Videos

    This is BaZing training for account openers, which includes tellers, lenders, and all back-office employees. Emphasis is on product knowledge and the mobile app, all from the perspective of how they as an employee can maximize their experience with the new product.

    The videos intend to educate, inform, reinforce, energize and engage customers in conversation. After viewing the videos, they will be essential for managers to utilize in huddles and team meetings. They are designed to promote engagement with frontline, branch teams, and other departments.


    Roadside Assistance

    Cell Phone | $200/$400
    Cell Phone | $400/$800
    Cell Phone | $600/$1,200

    Health Savings

    Deals and Discounts

    Identity Theft
    Credit Monitoring
    Identity Monitoring

    Buyer's Protection

    BaZing Fuel

    Accidental Death & Dismemberment
    Travel Accidental Death & Dismemberment

    Luggage Protection

    Rented Vehicle Protection


    Questions? We're here to help.

    If you have any questions about these training items or need additional information, please contact the marketing team.