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Proposals & Form Letters Workshop: Advanced Clinic for Applied TAM

Recorded On: 06/12/2018

This session will help you solve specific issues you are having in your agency with form letters and proposals.

1. Have a formatting problem you cannot figure out?
2. Would you like to create a form letter that contains different output based on the
data in the client's application?
3. Have an idea for something you'd like to accomplish but can't figure out how to
go about it?

Presenter: Julie Boren, AB Solutions Inc.
Length: 60 minutes


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    • Basic/Associate Member - $99
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    • Acrisure Member - Free!

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Proposals & Form Letters Workshop: Advanced Clinic for Applied TAM
Learn how to solve specific issues with form letters and proposals. You must register to access.
Credit of Completion