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.
About the Author
As vice president of marketing, Becky Schroeder oversees ITC’s growth through marketing and drives the overall marketing strategy for the company and its products. Her specialties include advertising, social media, email marketing, content marketing and public relations. Becky 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 More Content by Becky Schroeder