Course: Beyond Proposals & Letters - Customized Summaries of Insurance & Lists
Includes a Live Event on 12/10/2020 at 1:00 PM (CST)
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.
Skill level: Advanced
Product: Applied Epic
Target Audience: Customer Service, Operations
Presenter: Deb Lawson, Hickok & Boardman Inc
Length: 60 minutes
Price: 99.00 for Applied Client Network Members
FREE for Advantage Members
- Basic/Associate Member - $99
- Advantage Member - Free!