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Course: Creating Customers for Life With a Robust Onboarding StrategyContains 1 Component(s) Includes a Live Web Event on 07/20/2021 at 1:00 PM (CDT)
Register for this webinar to learn how a multi-faceted approach to onboarding clients can help solidify new relationships and increase retention. We will discuss: - The key elements of welcome campaign, including a welcome kit and emails - The benefit of setting clients up with self-service options - The value of video and video proposals
Course: Amplify Your Agency's Growth and Retention with Marketing AutomationContains 1 Component(s) Includes a Live Web Event on 07/13/2021 at 1:00 PM (CDT)
How can you create deeper relationships with your customers and prospects? Marketing automation. Sending meaningful communications to the right person at the right time – automatically - will revolutionize your agency's operations. Additionally, you'll write more policies, increase retention and land more referrals.
Peer-to-Peer Connect - WorkflowsContains 1 Component(s) Includes a Live Web Event on 06/23/2021 at 2:00 PM (CDT)
When it comes to workflows, do you have any challenges or questions that you would like help with? If so, register for our upcoming Peer-to-Peer Connect. Exclusively for Advantage members, ACN Peer-to-Peer Connect is your opportunity to connect with your peers on specific topics to get your most pressing questions addressed. Each Connect will be hosted over Zoom, allowing you to be able see your peers and discuss questions live.
Course: Transactions in Applied Epic: A Guide for Servicing StaffContains 1 Component(s) Recorded On: 06/17/2021
Learn transacting in Applied Epic from the beginning, along with a discussion of hour to understand the transactions, how they affect the accounting department, and how they help servicing staff better serve their clients.
Partner Webinar: How Columbia Insurance Transformed Their Marketing and Accelerated GrowthContains 1 Component(s) Recorded On: 06/09/2021
Columbia Insurance & Wealth Management made a decision to overhaul their marketing and improve the customer experience, and in doing so saved their team countless hours and accelerated their growth.
Course: Manage Suspense with Applied Epic DownloadContains 1 Component(s) Recorded On: 05/27/2021
By recognizing the reason that items commonly hit suspense and correcting them globally, you can reduce the amount of time spent matching items in suspense. Suspense can be a very intimidating, daunting area if you don't identify the issues that are reoccurring. This session will show you some of the common reasons items hit suspense and what to do to: match them and prevent them from hitting suspense again.
Introduction to Policy WorksContains 1 Component(s) Recorded On: 05/18/2021
Want to learn more about Policy Works? Join us as we dive into a product overview of Policy Works and see how you can leverage Policy Works within your agency/brokerage.
Introduction to Indio and Case StudyContains 1 Component(s) Recorded On: 05/13/2021
Interested in learning more about Indio? We will begin this webinar with a product overview and then dive into a case study from that will showcase the benefits of adoption.
Introduction to IVANS Market Appetite and Case StudyContains 1 Component(s) Recorded On: 04/29/2021
Interested in finding an easier and more efficient method to locate markets for your risk? Learn about how, using IVANS Market Appetite, you can quickly locate markets for a risk, as well as create agency-wide preferences and add carrier notes. We will begin this webinar with a product overview and then dive into case studies from Hylant and ASNOA that will showcase the benefits of adoption.
Course: Deep Dive - Applied Epic Tips and Techniques Part 3: ReportingContains 1 Component(s) Recorded On: 04/20/2021
In Part 3 of this 3-part series, we will focus on reporting. During this Applied Epic tips and techniques series, you will learn tips and techniques for using Applied Epic in your everyday workflows. From servicing and accounting to reporting and administration, this session uncovers many useful Applied Epic tips and techniques.