Streamlining Small Commercial Accounts (new and renewal) Using Indio
Join this peer to peer webinar to find out how one agency is using Indio to streamline new and renewal processes. We will discuss setting up a two ways to collect information from prospects and some ideas for using Indio in your renewal processes for small commercial accounts that cannot be handled automatically through download.
Skill Level: Basic
Target Audience: Accounting
Speaker: Colleen Lazanich, CEO, CalNonprofits Insurance Services.
Length: 60 minutes
Price: FREE for Applied Client Network Members
- Basic/Associate Member - Free!
- Advantage Member - Free!