August 2014 Schedule for InsurancePro Academy

July 31, 2014 Becky Schroeder

Join us each Thursday for InsurancePro Academy, our free, 30-minute weekly webinar series on the different features and capabilities of our agency management system InsurancePro.

There are two tracks: one for admins like agency principals and managers and one for users like producers and customer service representatives.

Here are the upcoming topics for each track.

InsurancePro Admin Academy - for agency principals and managers, every Thursday at 11:00 a.m. CDT

August 7 - Email Setup: How to Send/Receive Emails Through InsurancePro (recording)
August 14 - Customized Fields: How to Create Custom Fields and Track Additional Information Needed (recording)
August 21 - Follow Up Reports: How to Run a Report to Identify Prospects, Existing Clients and Renewals for Follow Up (recording)

Click here to register for InsurancePro Admin Academy.

InsurancePro User Academy - for producers and customer service representatives, every Thursday at 3:00 p.m. CDT

August 7 - Cross Sell Report: How to Run a Report of Existing Clients and Cross Sell Them on Other Lines of Business (recording)
August 21 - Receive Payments: How to Take a Payment (recording)

Click here to register for InsurancePro User Academy.

Check back to this blog post for recordings from the month of August. Recordings for past InsurancePro Academy: July 2014

About the Author

Becky Schroeder

As Chief Marketing Officer, Becky Schroeder is responsible for driving ITC’s overall marketing strategy for the company and its products. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and developing marketing strategy. Becky was named an Elite Woman in Insurance by Insurance Business America in 2016. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University. Becky is a big Texas A&M football fan and enjoys cooking, reading and spending time with her husband and their three daughters.

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