July 2014 Schedule for InsurancePro Academy

June 30, 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

July 3 - Daily Transaction Reports: How to Run Reports on Daily Transactions
July 10 - Letters: How to Create/Edit Letters and Sent in Bulk or Individually (recording)
July 17 - Agency Fees: How to Set Up Agency Fees and Include Them in a Client's File
July 24 - Cross Sell Report: How to Run a Report of Existing Clients for Cross Selling (recording)
July 31 - Agent Report: How to Run a Report on Your Agents' Performance

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

July 3 - ACORD Forms: How to Access, Create, Email and Fax
July 10 - Follow Up Reports: How to Run a Report to Identify Prospects, Clients for Follow Up
July 17 - Certificate Holders: How to Manage a Lienholder/Certificate Holder Database
July 24 - Other Policies: How to Create Another Policy for an Existing Client
July 31 - Daily Transaction Report: How to Run Reports on Your Daily Transactions

Click here to register for InsurancePro User Academy.

Read more...

About the Author

Becky Schroeder

As senior vice president of sales and marketing, Becky Schroeder oversees ITC’s sales and marketing departments. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and driving the overall company sales and 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.

Follow on Twitter Follow on Linkedin More Content by Becky Schroeder
Previous Article
Not Getting Many Quote Requests from Your Insurance Website?
Not Getting Many Quote Requests from Your Insurance Website?

Find out why it's important to have good call to actions on your insurance agency website.

Next Article
What to Do When Social Media is Not Working
What to Do When Social Media is Not Working

Three tips to help your insurance agency adapt your social media strategy as part of your agency marketing ...