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

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.

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

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Course: Beyond Proposals & Letters - Customized Summaries of Insurance & Lists
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 You must register to access.