Management Blog


July 2014 Schedule for InsurancePro Academy

Join us each Thursday for InsurancePro Academy, our free, 30-minute weekly webinar series on the different features and capabilities of our agency management system InsurancePro.

There are two tracks: one for admins like agency principals and managers and one for users like producers and customer service representatives.

Here are the upcoming topics for each track.

InsurancePro Admin Academy - for agency principals and managers, every Thursday at 11:00 a.m. CDT

July 3 - Daily Transaction Reports: How to Run Reports on Daily Transactions
July 10 - Letters: How to Create/Edit Letters and Sent in Bulk or Individually (recording)
July 17 - Agency Fees: How to Set Up Agency Fees and Include Them in a Client’s File
July 24 - Cross Sell Report: How to Run a Report of Existing Clients for Cross Selling (recording)
July 31 - Agent Report: How to Run a Report on Your Agents’ Performance

Click here to register for InsurancePro Admin Academy.

InsurancePro User Academy - for producers and customer service representatives, every Thursday at 3:00 p.m. CDT

July 3 - ACORD Forms: How to Access, Create, Email and Fax
July 10 - Follow Up Reports: How to Run a Report to Identify Prospects, Clients for Follow Up
July 17 - Certificate Holders: How to Manage a Lienholder/Certificate Holder Database
July 24 - Other Policies: How to Create Another Policy for an Existing Client
July 31 - Daily Transaction Report: How to Run Reports on Your Daily Transactions

Click here to register for InsurancePro User Academy.


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