Onboarding Staff to Applied CSR24 to Maximize Engagement

What key components and workflows should staff understand about Applied CSR24® before allowing policyholders access to the portal? This session will provide information on onboarding your staff to Applied CSR24 before rolling it out to your clients. You’ll learn strategies for change management, setting expectations with your team and using basic reports to maximize engagement.

Skill level: Basic

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

Presenters: Karla J. Myers – Franconia Insurance & Financial Services, Rebecca Michelau – Applied Systems, Matt Duggan – Applied Systems

Length: 60 minutes
Price: FREE for Advantage Members