Ever wonder why some print documents catch your eye, while others feel like a chore to read? Yes, your proposal’s main purpose is to provide valuable information, but don't dismiss the importance of good design. This two part session explores the basics of graphic design. Attendees compare sample pages and learn how to use Microsoft Word to achieve a better design. In part two, we continue to design our templates, incorporating images, color, linework and typeface selection.

This advanced session on Word skills digs into details of IF Statements, ASK variables, Math and Set Commands and the “mystery” of INCLUDETEXT to get customized details into the output of templates. The ultimate goal of using these skills is to generate a client-friendly document or proposal while improving the efficiency of the agency’s staff in creating them.

Ever wonder why some print documents catch your eye, while others feel like a chore to read? Yes, your proposal’s main purpose is to provide valuable information, but don't dismiss the importance of good design. This two part session explores the basics of graphic design. Attendees compare sample pages and learn how to use Microsoft Word to achieve a better design. In part one, we work with templates, exploring page layouts, divisions of space and how to use grouping, alignment and grid systems to draw the reader's eye.

Learn how to develop a timeline for new employees. Join the discussion to talk through best tips, tricks and challenges around orientation processes, onboarding, training and assimilating employees into your organization's culture.

Reviews about your business don’t have to be a thorn in your side. Your online review profiles can help you grow your business. Learn how to craft a winning online review strategy.

Cyber crime has evolved into a global pandemic. The hackers are relentless, the attacks are sophisticated, and the ransoms continue to climb. With no end in sight, it’s important that Agencies arm themselves for the fight! Join us for this informative session on how to fight back. We’ll be covering: • Current trends in cybersecurity • How COVID-19 has changed the threat landscape • Ways to protect your data and employees You will leave this webinar with actionable information to improve the security posture of your agency!

Many important lessons were learned from the recent mass shift to a remote workforce. Even as quarantine restrictions are starting to relax, the trend of working from home is not going anywhere. During this presentation, we'll share some of the best strategies and tools that we have found to be instrumental to agencies experiencing work-from-home success. Join us to learn how working remotely can be just as effective and rewarding as coming to the office every day!

During this session, you’ll learn how agencies are leveraging this newly Epic-integrated solution to: -Quickly create modern, branded proposals for clients of all sizes. -Instantly quote small group, saving time and resources. -Live model contribution strategies – no more unnecessary meetings! -Feature budget targets and solve design decisions to meet your clients’ needs. -Reduce errors and duplicate data entry. -Handle renewals remotely to deal with current COVID-19 restrictions.

Having a solid system of checks and balances in place for your accounting practices can bring benefits in many ways. For agencies in trust states, ensure your trust account is “in trust.” Bring greater accuracy in commissions paid to your producers. Confirm your organization is getting the amount of commission it should from insurers. Most importantly, a proper system of checks and balances can protect you and your business by providing accurate financial reports and minimizing damage that can be done by dishonest employees or those employees making honest mistakes. The presenter reviews various checks and balances for accounting and provides you with actionable thoughts to set them up. Attendees should have an understanding of basic accounting entries in Applied Epic or Applied TAM.

Having a solid system of checks and balances in place for your accounting practices can bring benefits in many ways. For agencies in trust states, ensure your trust account is “in trust.” Bring greater accuracy in commissions paid to your producers. Confirm your organization is getting the amount of commission it should from insurers. Most importantly, a proper system of checks and balances can protect you and your business by providing accurate financial reports and minimizing damage that can be done by dishonest employees or those employees making honest mistakes. The presenter reviews various checks and balances for accounting and provides you with actionable thoughts to set them up. Attendees should have an understanding of basic accounting entries in Applied Epic or Applied TAM.