Improving Your Agency’s Efficiency and Retention Using Activities

In this presentation, we will demonstrate how Further Actions, Tasks and Work Groups can be utilized to automate certain processes and even send emails to clients. You will learn how you can leverage carrier downloads to kick off certain processes, so you are managing your book without having to touch every client or policy.

Skill level: Basic

Target Audience: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Office Manager, Sales Representative, Marketing Manager/Specialist

Presenters: Kathryn Lerch – Darr Schackow Insurance, Julie Levine – Harry Levine Insurance

Length: 60 minutes
Price: FREE for Advantage Members