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209 Results

  • Peer-to-Peer: Virtual Training for Virtual Trainers

     Contains 1 Component(s) Includes a Live Web Event on 01/28/2021 at 1:00 PM (CST)

    Do you want to elevate your skills as a virtual trainer? This class focuses on three things you can learn quickly, remember easily and apply immediately to make your virtual training soar!

  • Course: Applied TAM - Using Reports to Audit Your System

     Contains 1 Component(s) Includes a Live Web Event on 01/26/2021 at 1:00 PM (CST)

    Reports are the backbone of any agency. Reports let you know not only how your agency is doing, but in what direction it is going. They will also tell you if your data is correct and how your staff is doing. This session will discuss a few ways reports can help audit your system to make sure your information has integrity and tell you what is going on in your agency.

  • Peer-to-Peer: Applied Epic-Top Reports and Ways to Manage Remote Work

     Contains 1 Component(s) Includes a Live Web Event on 01/21/2021 at 1:00 PM (CST)

    Is your team still working remote? Join this program to gain insights on how to monitor what they are doing.

  • Course: Your Social Presence: LinkedIn for Insurance Professionals

     Contains 1 Component(s) Includes a Live Web Event on 01/19/2021 at 1:00 PM (CST)

    Do you want to be more present on LinkedIn but aren’t sure where to start? Does the idea of “selling” using social media make you feel gross? Have you heard that LinkedIn is only for job-seekers (spoiler alert: it’s not)? With more than 500 million users and less than 1% sharing content with regularity, there’s so much opportunity to share your message and increase your visibility on LinkedIn.

  • Course: Beyond Proposals & Letters - Customized Summaries of Insurance & Lists

     Contains 1 Component(s) Recorded On: 12/10/2020

    This session will go through how to use Word documents for more than letters and proposals. We will discuss how to pull vehicles lists with Garaging locations and/or deductibles in an easy to read, easy to compare list, customized summaries of insurance, service itemizations, claims dashboard, pre-renewals.

  • Course: Ways for Creating and Modifying Proposal Templates

     Contains 1 Component(s) Recorded On: 12/08/2020

    This course teaches the methods of creating proposal templates. Once we have a proposal template, we will focus on customization steps to make it unique while striving for consistency in the proposal and saving time for you. We will briefly cover the management of a proposal using Proposal Groups Setup.

  • Peer-to-Peer: The Crisis of Accountability (And What You Can Do About It)

     Contains 1 Component(s) Recorded On: 12/03/2020

    Accountability is one of the most important components of high performing workplace, yet it’s often misunderstood or worse, lacking. In this session, you’ll gain a deeper understanding of what workplace accountability looks like and why accountability its necessary to accomplish business results. You’ll also discover the factors that crush accountability and diminish performance. You will leave this session with techniques to recognize and address accountability issues and improve your personal accountability to improve team dynamics and business results.

  • Course: Applied Epic Report Layout Walk-Through: The Expiration Report

     Contains 2 Component(s) Recorded On: 12/01/2020

    This session covers the effective use of Applied Epic Report Layout options by taking the base expiration report and updating all aspects of its output.

  • Course: Applied Epic Invoicing for Beginners

     Contains 1 Component(s) Recorded On: 11/19/2020

    This session provides an overview of creating Transactions in Applied Epic to invoice. It covers billing basic and installment premiums, Surplus Lines and other taxes and fees and more. Attendees will learn how to apply Epic Transaction tools to successfully invoice for their clients through discussion of basic features and options for invoicing and Transaction editing.

  • Peer-to-Peer: How to Create a Culture That Drives Success

     Contains 1 Component(s) Recorded On: 11/12/2020

    You know you’ve heard at least one of these clichés, “Culture eats strategy for breakfast,” or “People leave the culture, not the company,” and “Your culture is your most valuable competitive asset”. In our experience, these clichés are pretty much on point! Culture lies at the heart of company success! It inspires loyalty, sparks creativity, and promotes collaboration; keeping employees happy and engaged in your company’s success. And as a manager or business owner, you should know that happy employees equal happy customers. And just because your company has a clear strategy for competing, or how to attract and retain the best talent, your culture may be incompatible with those plans, and in most cases it’s the culture that wins and the plans (and results) that lose. Just like people, companies grow and develop. Because culture can’t be measured or tracked by analytics, it is often neglected or dismissed as “touchy feely”, leaving a stale, outdated, undesirable work environment. Learn to build a winning a team and a successful organization by creating a culture of greatness!