HITT- Telarus hub technology advisor, launch overview- Mar. 25, 2025

Introducing the Telarus Hub, an all-in-one platform designed to streamline business management for users. Senior VP Nate Juraschek and principal product manager Susanna Shanahan highlighted the platform’s data-driven insights and user-centered redesign, which aims to enhance the advisor experience. The Hub has received positive feedback for its ease of use, significantly reducing training time and improving task completion. Key features include a comprehensive dashboard, robust customer management tools, and seamless integration with Telarus University. The team emphasized the importance of user feedback for ongoing development and future enhancements.

Transcript is auto-generated.

Where we have Telarus senior director of product marketing, Nick Ochoa, along with Telarus VP of IT, Stef Cortese, both standing by to respond expertly to your questions during the presentation.

Last Wednesday here was launch day at Telarus for the new Telarus hub. It’s our new all in one platform for managing your Telarus business more easily and more completely than ever before.

From quotes to commissions, everything in between, the Telarus Hub simplifies how you connect with suppliers, how you utilize tools and education to win more deals, and how you leverage data driven insights to grow your business. And the entire platform is designed to provide you an experience built for the way you’ve told us you do business.

So with that in mind, today, we welcome Telarus senior VP of product, Nate Jurashchek, along with Telarus principal product manager, Susanna Shanahan, with what you, our advisors, need to know now about the phenomenal new Telarus hub. Nate and Susanna, welcome to the Tuesday call. Good to have you both here. How are you?

Thank you, Doug. Doing well. Thanks for having us on.

Thank you. Good morning. Good morning. Fantastic.

I’m so excited about Telarus Hub. We launched it last week. It’s had phenomenal response already. Everyone who’s using this loves what, Telarus has done with this, and they’re finding it much more easy to to, manage their business and do all of the things that they need to do with Telarus. I can’t wait to see what you’ve got for us today.

No. Thank you so much, Doug. Morning, everybody.

Happy to be here.

And for those of you who attended our webinar last week on the Telarus Hub, you’ll find that much of this content is essentially the same. So apologies for anyone who was hoping for different content, but we will keep it a lot the same. However, if you do have new questions, you can fire those, of course, through the chat, and we have folks that are paying attention to the chat to be able to answer those questions. If this is your first time, hearing this material though, hopefully, we will answer, many of your questions throughout the presentation and the upcoming demo of Telarus Hub.

Let’s jump right into the next slide. So we’re gonna start off with an introduction, give you some context, then we’ll jump into a demonstration. We’ll We’ll kind of reiterate what some of the new product capabilities are, and then we’ll talk a little bit about next steps in a contest that you can participate in.

Next slide, please.

So, Telarus’ commitment has always been to help you all to grow your business. The Telarus hub is effectively an extension of that into the product space. So what our vision is is really to be this operating system for, you all, the advisory community that is essential in accelerating your business growth. And so you can really think of the Telarus hub as a step forward and a step towards this vision. This is a continual vision, a place that we’re gonna keep on going. We’re gonna keep on, iterating and building onto this system in a way that helps further and further, enable this particular pursuit. And, so as part of that, your feedback is crucial.

We wanna continue collecting your feedback.

So many of you all have also participated and given us feedback that is fed into the system and the design. And so just think of this as, like, a revolutionary step forward, but, again, it’s a step towards this type of journey and that you will see us continue to build out this product as a living product. It’s gonna be a very modern, agile product, iterative, and we will be, enhancing it, adding new features, updating usability, all of that kind of thing on a recurring basis, and we’ll do our best to communicate that back out to you all as we’re doing that so you can keep seeing the value that’s going back into the system. But, again, we really appreciate your feedback, as part of this. And, of course, it isn’t just Susanna and myself, throughout the making of the Telarus Hub. So much of Telarus was involved in making this Telarus Hub, especially the tech team. You can see Stefan and Mari’s team.

There was also marketing heavily involved.

There were folks from operations and sales, all feeding into feedback on this system as it continues to go forward, and they will continue to help as we keep evolving it. So I hope you all are excited about this new product, not only as, what the product is right now, but also that it is this evolving entity to keep helping you all do more and more and to grow your business.

Next slide, please.

So why did we do the Telarus Hub?

We wanted to do a complete redesign of the Telarus Hub, with a more modern advisor centered experience built around your journey.

Some of the feedback we’ve heard during this beta period, so the Telarus Hub has actually been in a beta period for a while collecting feedback, going through testing, all that kind of thing. But some of the things that we’ve heard just through this beta period are that folks are discovering things that they didn’t even know Telarus did because of how we’re setting up the system for you to be able to find it, for also how easy it is to help you get through the flows.

Another thing is about an enriched end to end data relationship. So you really should be able to just jump in the system and click on one thing and be taken to any part of a related data component that you might look at. So imagine going from your quotes to information on suppliers to your customers to their orders, that all of that, start anywhere approach lets you get to where you need to be. And then this is also on a modern architecture, which should provide, some faster performance, but more importantly is the fact that we are able to deliver functionality to you all at a faster pace.

In previous discussions around this, Adam revealed that we’ve spent, you know, over fifty percent of our time in some cases maintaining old systems.

By not having to maintain the old systems and be able to be on a newer system, we are able to deliver, more features for you all and to respond to your feedback better and faster as things go forward.

We also needed a single platform for all resources and tools directly. So when you jump into the Telarus hub, that should be the one place you should feel you should be able to go to be able to get to all the other resources and all the other tools and things that we offer.

That includes you’ll see brand new is this, Telarus University integration that makes it very easy to get there in just a single click. And then, of course, better help with new resources, information, and workflows. But let’s go ahead and move on to the next component.

The Telarus Hub is the all in one business management platform. The main three things you can think of it helping you do are to connect, win, and grow. So connect. This helps you engage with the right resources, but also the right people.

Not only the people at Telarus, but also in some cases, helping you connect to the suppliers. And so we hope, when you need to reach out to somebody or trying to figure out who you should reach out to, you feel you always can go to Telarus Hub in order to get to either the resource or the person that you need. When, of course, the Telarus Hub is also a platform that helps equip your sales team to drive more revenue with all of our sales tooling and many pieces of support that just help you ultimately win more and close more deals. And then, of course, grow, expanding your business through insight and learning.

You’ll be able to hopefully find inside of this platform that you can see more about how your business is performing to really manage your pipeline in many ways that give you insight that you may not have had before. But on top of that, there’s easier access to our learning materials that can help you level up in areas that you may not be comfortable with yet or even, gain material around selling. All of that is available right through the Telarus Hub with few clicks, few barriers in order to get to what you need.

Let’s go ahead and move on to the next slide.

And so just a couple benefits that have been highlighted through this beta period are that this platform will may help you make better informed decisions. It’ll help save you time and effort. It’ll help accelerate your deals and to get help when you need it and, of course, increase your selling potential.

I have heard from a few, advisors who have entered into the Telarus Hub that their training time on this system has gone down compared to our old platform, the agent back office, and, that it is also, in some cases, helping them, with their task completion by saving them as much as seventy five percent of certain, routine tasks. So I hope you find all of that to be true, but don’t just take my word for it.

What I wanna go ahead and do is let’s advance to the next slide and let you hear from some of our early access users and what they’re saying.

Yeah. A few thoughts on how the new portal should help us day to day within that portal being able to see the context of our data. That data is easier to access. It’s more intuitive to navigate.

I think a couple of things are gonna help us is the, the the dashboard upon the login. It’s almost like you guys kind of realize the the journey of how our orders go through from quotes to orders to procurement to commissions.

And so it’s kinda nice that you guys have translated that journey, onto the page for us to allow us to kinda go through and track that. It’s much easier to navigate around and find exactly what it is we’re looking for.

The second thing is a lot of the information is going to be accessible.

So before it was pretty much just everything was static on the page, and you couldn’t really drill into anything and go anywhere with it. And so now that we’re able to kind of, either drill into the orders or into the company or whatever it may be, gonna be a lot more effective that way.

We’ll use it more. And if we use it more, hopefully, that will lead to more upselling, and that will lead to more sales. And that’ll be a win win for the customer, each of the, the partners and Telarus.

So thank you to some of those early access users feedback. We really appreciate, their involvement and their willingness to participate.

And, again, we hope really to hear from you throughout this whole process after you jump into the tool, and we’ll talk more about how you can do that shortly. But, I’m gonna welcome Susanna Shanahan so that she can take you through the actual product, and, you can see the very talented demonstration she is about to do. And, just awareness while she’s pulling that up, she’s gonna share her screen, that, we have Zoom running. We also are on hotel Wi Fi right now. So, hopefully, anything that you see from a slowness standpoint or other quirks about a demo, would tie to any of that. But hopefully, we’ll have a relatively smooth experience with those caveats of network. So Susanna.

Thank you, Nate. Good morning, everyone. I’m so excited to be on my very first, Tuesday call. And, just a little bit more of housekeeping in addition to Wi Fi, and the fact that we’re in Zoom.

This is I’m demonstrating from our production instance, but this is a test account in is missing some data, specifically data around commissions. And there may be data gap here, or there. So as we’re moving along, you may see some things where it just says there’s no data available.

This should not be at all a reflection of what you will see in your Telarus hub. So the first thing I’m gonna do is I’m gonna walk us through a few of the elements on the home page, and then we’re just going to take a walk together through all the different features and everything that’s available to you in Telarus Hub.

To highlight, here, if you are a current agent back office user, and you’re setting up to log in and to start using Telarus Hub, you have a course that has been designed specifically to highlight the differences and to fund facilitate that transition. So you can access it from here or then directly, by going to the Telarus University page from Telarus Hub.

In the body of the page, you can see that we are displaying latest opportunities and latest orders. These are shown to you by last modified date, and these are orders and opportunities that may have been modified by by you or they may have been modified by an internal resource.

This is important because when we move over to the right hand side and we take a look at the your activity feed, it’s a little bit nuanced. The activity feed is intended, for you to have sort of a bookmark where you can come and go every time you you log in in to see what are the things that you were working on in your last visit.

You can expand to take a a quick look at some additional data. But one of the important things is just you’re one click away from going precisely to the item that you were working on, the last time. And you will see, Nate mentioned that the data connectivity and the approach that you can get to the data from multiple different places, and there’s not a prescribed path. So this is an example of how you can get to the things that matter to you.

Another thing to highlight is this get started component, where you have very quick links to get you started with some of those activities that are essential to your business. Getting quotes, registering deals, get help from our super talented sales engineering support team, creating a customer, or submitting an order.

Finally, to highlight on the homepage is the latest videos. You will always have access to the last two Tuesday partner calls. So, we’ll be there next week, I hope.

Let’s go ahead and get started with the with our walk together.

First thing we’re going to look is at pipeline. The pipeline is where you’re going to find anything related to yourself sales life cycle from opportunities, quotes, orders, the pipeline dashboard, the bookings report, and also your performance.

I’m going to go into orders. I wanna start walking you through some of the patterns and how information is presented.

When you click on opportunities, quote, orders, also customers, cases as well, the first thing you’re going to be presented with is a list view.

Well, you’re wondering, there’s a lot of pages. How do I find what I need? Well, obviously, you can do pagination if you’re very passionate about it. But another thing that you can do is you can search by any of the parameters included in the table to save you time. It just makes it a lot easier. You can also filter by any of these different filters to help you narrow down your results.

I will show you later as well, but you can also do global search.

So whatever is top of mind for you, there’s multiple ways to get to that information that you need.

Let’s imagine that I did find the order that I am interested in. As you can see, you just click on the order number and then you’re going to go to the details page. These details page is also, represents a pattern of how information is presented. In the detail pages, you can always find this header with some of that very top of mind information to help you confirm that this is the item you were looking for. Then on the body of the page, you will have details.

Some of the fields are editable, some are not.

And I wanna draw your attention to the right hand side because as we are looking and thinking about data relationships and how you can find different things from multiple different places. This right hand panel is going to be critical to assist you with that because this is where we are going to start surfacing all the related data associated in this case with your order. From order products to any OSNs, if there was any cases that were that have been submitted against this order, these cases would be here and you would just be one click away from going to that case itself.

If there was any files that were either uploaded on this page or at the time of the order submission, they would appear here. And if there was any, if the order had started paying commissions, you would have that information here as well. I do want to note that this submit commission inquiry, when you click on this button, it’ll help guide you through the creation of a commission, case, and it will contain all the applicable information from the order.

Let’s go take a look at the pipeline dashboard. The pipeline dashboard is a fan favorite and it’s also a favorite of mine. So I’m always very excited to show the pipeline dashboard.

Pipeline dashboard, is attempting, and I think it succeeds in answering a very basic question that you may have. How is my business doing? What’s going on? So one thing I have it right now is, defaulted to this year, but you can change the default to any of the other time, frame parameters that are available to you. And at the very top, you have these data cards that are showing, data around opportunities, deal registrations, quotes, quote line items, orders.

As we scroll down, you also have some trending reports, especially opportunities and orders over time to help you assess how things are going. If we scroll all the way to the bottom, you have a very similar report, but this one represents opportunities and orders over time and quotes and orders over time.

If I bring you, back up, we will also surface any opportunities you may have for which you have requested sales engineering support. And if there are any quotes needing, your attention, they would appear here.

So, I think it was Ryan in in the video that was talking about it’s not just the data, and how before he was not able to drill into it. So I think pipeline dashboard is a perfect example of the richness of data that is now available to you with Telarus Hub. If you click on any of the view report, you will be you have access to all the underlying data that’s speeding up to that report. And in this report, also, every attempt has been made, to connect as many dots for you as possible.

So it’s not just your order number and one or two details. There’s a wealth of information that’s available to you when you bring up these reports. But if that was not enough, top of that, you can now export the data. So ta da.

I’m very excited. I hope you guys are excited about this too. If we move down in the navigation, I’m gonna bring you to bookings report. Why does this matter? Well, first, it represents all, your confirmed orders, but there’s also been a change in nomenclature.

It used to be called scoreboard.

Why the change in nomenclature?

That change was based on your feedback, your community’s feedback. That scoreboard did not clearly represent what the report was about. So, rest in peace, scoreboard, and all hail, bookings report. In terms of data, bookings report contains the exact same data as your current scoreboard and in the fashion that we saw in in in passion.

In pipeline dashboard, you also have access to export, view and export that report.

Performance and recognition currently go into ABO, so I’m not going to spend time on it. But I am going to spend time on customers as there is a lot of robust features for customer management.

When again, note, it loads a list and also bring to your attention that it’s loading by default on active customers, which means that there could be a list of inactive customers. And that is because we’re giving you the ability to deactivate customers that you no longer want to see in your customer list.

Let’s take a look at Chinese even though it’s early in the morning.

By now, I hope the pattern comes to mind, the header, the details on the body of the page. And then for the customers, I’m going to bring attention to all the related objects. Let’s go, over quickly.

Locations and related contacts. Not only you can view locations and related contacts, but you can add directly from here, a new location or a new contact.

Any customer record any customer record any customer file that was uploading during five during the customer creation or later on from the record itself will appear here.

Any opportunities associated with the customer, any orders associated with the customer will be listed here.

Wanna highlight if you hover over, you get some additional information. And one more time, you’re just one click away from going to that record itself.

I mentioned earlier, that now you will have the ability to deactivate customers. So why is the deactivate customer button disabled? Well, it says below it, but it has a paying order. And we do not want you to accidentally deactivate a customer for whom you need to be, paying what you have earned.

If we scroll, hang on. Before I go to the the the call to action, so I also wanna know, here because this has been, has come up in the last week or so, you can add notes to yourself about this customer. You can do it at the customer creation time, or you can do it do it later on, and those will be recorded here.

And then finally, you can, initiate any of these tasks tasks directly, from the customer record itself.

Hope you find that very useful.

If we go to commissions, if you are an agent back office, this is going to look so so so so familiar, and it’s gonna look so so so familiar because it is the exact same thing. There is no changes to your data or how you get to the data or the different reports offered to you. I mentioned earlier is a test account, so it is missing, commissions data. The other thing I do want to point out is in agent back office on the left hand side, there are links to, different reports. In PolarisHub, you access those reports from the reports, page.

You will have, your provider reports. Those are provided by us. And if you have built any report for yourself, that will appear under your reports.

Let’s take a look at tools.

This is a single page destination for all quoting and sales enablement tools that Telarus has to offer.

This is definitely the hotel Wi Fi. Alright. So let’s take very quick look at what, we have available to you. First, cable finder for Telarus. Cablefinder is a market leading sales tool that for broadband services that integrates seamlessly with our quoting experience.

It enables you to qualify serviceability, to generate quotes, to construct contracts, and to place customer orders with this group of broadband providers.

GeoQuote.

GeoQuote gives you access to a large network of telecom and technology providers.

It gives you a starting point with real time pricing capabilities that will show you vendor availability and an estimated pricing at any given location.

As we go into our sales enablement sales enablement tools, first one up is solution view.

Solution view with the quick solution assessments that are self guide questionnaires that automate the customer discovery for specific technologies.

Each QSA generated and provides a personalized recommendation plan that has, supplier suggestions, industry definitions, best practices, and questions to ask your customer. And what it does is empowers you to lead that sales process, to present yourself as an expert, and ultimately to streamline your customer’s buying journey.

Solution matrices will allow you to find the right suppliers for complex solutions, and you can use the matrices to select suppliers and compare services across many different dimensions. And then finally, the service map where you can search, search for, fiber routes, lit buildings, and data centers with a location.

Education, I’m going to one of the things that we were mentioning as a benefit for Telarus Hub is the seamless integration with tillers university. You no longer have to maintain a separate login. All you have to do is click and you will be routed to your home page.

Nate is going to touch on this a little bit later, but just so you know, there is two courses Forteilers Hub that are assigned to all of you and you can find them on your home page.

As we move along, let’s go take a look at suppliers.

There’s been a lot of updates done in the supplier, area as well. Starting with bringing more visibility to the the fact that you can just search by any supplier within our portfolio, we have added some filters to help you narrow down your search. And then as you we move into the body of the page, you will see that every supplier has four buttons. Supplier commission rates, this is the report that you probably know today as supplier payment breakdown.

The naming has also been updating to more closely represent what it actually is.

Then you have this request intro to this supplier. This is a brand new feature in Telarus Hub and what it does and what it allows you to do is request for Telarus to provide a warm introduction to a supplier that you’re interested in. So you can see it’s a very, very short, form, and it routes to our teams to assist you with.

I’m gonna come back to the supplier directory, and we’re gonna do a quick search so I can show you a couple other features. Contacts.

I think this is something, everybody’s interested in.

Tourist Hub is going to be surfacing all active contacts associated to the supplier. And if there is a local channel manager in your geographical area, it will appear on the header as well, including contact information.

If we then take a look at the seat details, we’re going to be presented with a page that contains promotions. If there are any promotions running, for that specific supplier, they will appear here. Then you also have access to the entire library of documents and forms for that supplier as well as information about their services and unique selling points.

Let’s take a look at support.

How do you get support? I saw in in in the chat that Steph was pointing, some of you, maybe one of you, to, submitted an inquiry.

First thing is here’s who you and not everybody will contact Steve Morrison. This is just for the for this test account, but it will surface who you can contact if you need help.

In addition, you also obviously can submit any new, inquiry or case directly from here set off FAQs that you have access to.

We will be expanding on that in the upcoming months. And then finally, you also have access to all your cases.

And let’s take a look at it. There’s a couple of things I think are worth highlighting.

The very first thing is the list defaults to all. There are other alternative views for your ease. So open commission cases and closed cases for your historical reference. Very similar to all the other list views that we have seen, you can search by any of the data contained within the table. You can filter and narrow down your results using filters provided. And then this is new which Taylor’s Hub and this is by popular demand, so you can export your full full list of cases.

The list exporting feature is responsive to the list that you are viewing. If there were any open commission cases, for this for this user and you, exported the list, it would only contain your commission cases, not the entire list.

As we move along, I’m gonna bring your attention to your pro to the profile menu. This is where, and we’ll take a look at a few of these, but let I’ll walk you through. So profile settings, easy button to get back to the agent back office without having to sign in again to it. For those of you who might use it, access to the master back office. For those of you who might use it, access to the VAR back office. Let’s take a look. And then my adviser account, I I will spend time in a second on that page, but I wanna bring you to profile settings.

Profile settings, it may be very, it may be self explanatory, but this is where you would maintain your login information, username, password, and also where you will be managing your two factor authentication settings.

With Telarus Hub, we have introduced another layer of security, and you can opt in or opt out at the time that you log in for the first time, but then you can also come here and manage, those settings.

If we take a look at the my adviser account, this is where, account account and user management are going to take place.

On the left hand side is the advisory information.

This, Liam is an admin, so he can have access to, edit that information.

Here you also have access to the terms and conditions file that you will accept when you first log in. This is just a standard practice when somebody’s logging in for the first time to an application, but you can always reference the document document here in your my adviser account page.

Let’s take a look at user management.

Similar to what we saw with customers where there was active and inactive, your users can also be active or deactivated, and I’ll touch in the deactivation here in a little bit. To create a new user, you click the add user. And in the add user, let me make myself first, you add personal information, but I wanted to, show you this where it just where you will define the role and the data permissions, data access permissions for the user being added to the organization.

It’s defaulted to admin and and when by definition has access to everything, so there’s no farther refinement of access.

But if you click on a role like operations, then, you will be prompted to select the level of access to customer data and to commission data as well.

When a user is, when a user is created, and I think this is important, when a user is creating Telarus hub, their, act and and if you have opted to provide them with access to customer data, it may take up to twenty four hours for that data to reflect in in in their profile. So I would definitely wait, the twenty four hours, if you have any concerns before, submitting a ticket in in that regards.

The welcome email is also, it’s also sent the morning after.

So we are investigating ways to make that, more, make it more often or real time. But in the meantime, please be aware that if you do add a new user, the welcome email with instructions to log in will come the morning after and viewing those, the customer data, as well.

If you have, a user and, you already have selected role and customer, you can also edit. And it’s very similar to what we saw earlier where you can edit the personal information, and then their role and permissions as well.

And then finally, for deactivation, let me you click oh, sorry. You click on the contact name, and then you can see in here that deactivate user button.

When you deactivate a user, you have, some information, to help you manage the expectations. Those deactivated contacts will be still accessible from that list, on the previous page. They will be there for ninety days. During those ninety days, they can be reactivated. But at the end of the ninety days, they will be removed from the system One, a custom a user is deactivated, it will automatically appear right here in your deactivated users.

I’m coming back to the home page. I’m about to wrap up just a few things, to point out.

One, Tellers have feedback button. We want to hear from you, the good, the bad, the ugly. Please use it. Please tell us how you’re doing or how to learn how to have is doing for you.

We really are interested in what you have to say.

There’s this menu with guides and tutorials.

If you have already logged in to tutorials hub, you may have seen or taken the onboarding tour. Those tours and other tutorials are available, from that menu. And the last thing I wanted to highlight is the very robust global search. If all else fails, use the global search. Let me show you what a results page looks like. And the reason why I’m saying that it’s very robust is because when you are entering a query, the system is going to search, for matches across all these different data points about all these different objects. So you can see when you’re seeing the information presented back to you that is organized by the object.

You have quick access to get back to it, location, the case number. So one of the things I hope you’re living with from this presentation is that you really truly are in control here. We are not telling you how to go or how to do things. You will find your own way. And our goal I’m sorry about my voice. But our goal is to facilitate your journey in your terms.

And that concludes my presentation.

Thanks, Susana.

I hope you all, heard all of that, and were able to really see what this new product has to offer and that you recognize that in addition to using it, however, you feel comfortable on a start anywhere type approach, that also help is only a few clicks away, that you can find anything from the guidance at the bottom to going to the support center or that kind of thing.

There are a few, things that we’ll just reiterate, just to wrap up, the presentation around the Telarus hub today. So, just calling out these, capabilities again that these are new features, advantages over the agent back office today.

And just a quick note, these are separate products. The Telarus Hub is a new product. That’s what we wanna call everybody to go to. You go to it at telarus hub dot com, and the agent back office is our old, platform, agent dot teleris dot com. So we will refer to those distinctly, and hopefully, it’ll be easy for you all to distinguish those as well.

But, anyway, I hope you enjoyed the new pipeline dashboard and export capabilities. We’re really trying to do two quick things as you jump into the tool. One is to be able to pick up where you left off. So right as you jump in from that dashboard, you can, resume something you are working on or you can see something that requires your attention. And then with this dashboard, you can really see that state of your business.

Hopefully, you see the increased search and data visibility that we showed and now this new file upload and storage. So, we didn’t extensively demo this right now, But, not only can you load files to these different record types, but sometimes the contents inside of the file will also be indexed. So if you’re trying to find a file that you uploaded, you’ll be able to get back to it, or you’re trying to find something related to a file and you can’t remember which file it was that you uploaded. This will allow you to find some elements actually inside of the files. And then, of course, the seamless access to Ferris University and easier to use and navigate.

But let’s move on a little bit. Susanna, what are some of those big changes, that we wanted to highlight between the agent back office and, the Telarus Hub?

Yes. Thank you, Nick.

There are three things that have come up in conversation consistently in the last few months, and those are the things I wanted to bring up to your attention. One, quote view. Similar to scoreboard, little nuances, quote view is no more. There is no quote view into Lear’s Hub. Instead, you have the far superior pipeline dashboard.

We, talked about this during the demo, scoreboard.

Another, item that as such is rest in peace, now available in, your bookings report, and then the supplier payment breakdown that has been renamed supplier commission rates.

I will be reiterate that you do have the tellers that, that training course that will help you facilitate in understanding what are the moving pieces from agent back office to tellers hub.

Well, and as Susana said, things like moving away from scoreboard were based off of user feedback and difficulty to understand those terms. And so you won’t only see that change in the Telarus Hub. You will also see just Telarus using these words differently as we go forward as well. So they’ll refer to bookings instead of scoreboard and that kind of thing that hopefully all advisors then can more easily grasp what these things are.

Let’s jump into the next slide.

There’s a couple features that are only available, right now by clicking that link to back office button in the top right hand corner. So you should be able to start your journey in the Telarus hub every single time, but then to use that button to go back into the agent back office should you need to do some of these activities in a self-service way. So that includes, checking upcoming renewals, doing an order upgrade. But if you’re somebody who does heavy commission splits right now, either with the the concept of a VAR or another technology advisor through the SME program, those are still very much in the old back office. We’re looking to, how to make that better in an experience, inside of the the Telarus hub. And then as some have noted, the geo quote experience is very much the same as it has been for a very long time. We are looking at how we can advance that as well to make network quoting, easier for you through the use of that functionality.

Let’s move on to the next slide around next steps and support. So Telarus University courses, I think Susanna already alluded to it, or talked about it a little bit that we do have these two courses for both if you need help understanding the transition from the agent back office to the Telarus Hub and then just want another, training on Telarus Hub itself. And then, of course, these other reference courses are at the bottom left. Just know that they may still reference the agent back office.

They have not truly been updated yet, but right now, they function very much the way that they always do. So you should be able to do these trainings if you weren’t familiar with these tools to continue learning about them, and they function very, very similarly in the Telarus Hub. And we will update Telarus Hub references to those, sometime soon.

And then, of course, in any of our future trainings such as our gear up program and others, you should see those all start shifting over to the Telarus Hub.

Moving on to the next slide.

Susanna, how do they get access?

Well, everybody should have got access emails. There are some exceptions, but everybody should, in general, should have received their emails, on the morning of March nineteenth.

They would be coming from this, familiar address.

If you have not received it, I would search first in your, junk or, spam folders.

Here’s the subject line as well and then a quick, screenshot. If you have not received the email, we encourage you to go to teleris hub dot com. And in that initial screen, there is a get help now button available to all of you. And we have a team dedicated to answer, inquiries coming from that button. So we’re here to help you.

Speaking of, the next slide is all about what some of those ways to get help are. So you should see that, get login help button should you encounter some trouble getting into this product. So, feel free to click on that and follow the instructions. And then, otherwise, when you’re in the product again, I feel that that you can always go to that Telarus support menu and, go into our support center to get to, submitting anything from, cases for help to just how you reach out either through email or phone.

And your support isn’t changing through this process. We just hope that you find it’s easier to find and get to, help, through these new experiences.

Next slide, please.

Susan, anything to call out here?

Just a few things. The first one is we are in a new security model, and it requires for every user to have a unique email address. And this is because that email address is your username to log in to Telarus Hub.

Beyond that, we have anticipated that there’s three things that seem to be coming up, since launch. One is I can’t log in. So, use that button on on the login page. As I said, we have a team standing by to assist you. The other one is potential concern about your user permission sets. You log in into hub and you think or realize that somebody’s saying something that they should not be seeing.

To reassure you, permission sets are a hundred percent match to those in ABO. If you have any concerns about it, please first check-in ABO. If you do encounter any discrepancies, you have two options. The very first one and the fastest one is for your primary contact or admin to update the permission set in the my adviser account.

It it is not an immediate update, so it may take that cycle overnight cycle for that permission set to be adjusted. The other option is for your primary contact to send a written request to our support teams for us to update the data permissions. And then I mentioned this when I was going, through, user management.

Any new user in the Solaris Hub with access to customer data may experience that twenty four hours, delay in having access to the data, and the welcome email is also sent the morning after.

What else do we need to be aware of, Nate?

Well, I think this last thing is something that many folks will be excited about. So if we go to the next slide, it is our sales engagement contest. You all, have the potential to win a remarkable tablet, Ray Ban meta glasses, or the Bose QuietComfort Ultra headphones. It’s your choice if you, win the raffle. And how do you enter into this raffle? Well, you need to jump into the Telarus hub, and you need to do some of the activities that are listed here, whether it be registering a deal or requesting a quote or submitting orders or requesting engineering support. Jumping into the Telarus hub and using these features will enter you into that raffle for one of these great prizes over this period of March nineteenth through about May sixteenth.

So, we’re gonna go ahead and conclude there, but just say that we’re so happy to have you all, be able to have access to this Telarus hub. We really hope you do take advantage of that product feedback button so that you can help shape the future of how the Telarus hub continues to evolve. This is a step forward, but we’re many steps.

We’re planning many, many, many more steps in the future. So excited for you all.