Interface and Download Considerations for Larger Agencies

This case study will review the challenges a large download volume agency may experience and some strategies to help manage potential issues. These strategies include formatting, best practices to avoid a large suspense queue, and managing download for new acquisitions. There will be a Q&A at the end, so be sure to bring your burning questions.

Skill level: Intermediate

Target Audience: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager, Insurer

Presenters: Kevin Sindelar – Acrisure LLC, Lisa Sheely – Acrisure, Paolina Testa – Applied Systems

Length: 60 minutes
Price: FREE for Advantage Members