Management Blog


August 2014 Schedule for InsurancePro Academy

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


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