Management Blog


September 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

September 4 – Quote Sheets: How to Save Time with Quote Sheets
September 11 – Default Options: How to Set Defaults for All Users
September 18 – Signatures: How to Create and Attach Signatures to ACORD Forms
September 25 – Notes/Reminders: How to Run a Log of All Transactions in a Given Time Period

Click here to register for InsurancePro Admin Academy.

InsurancePro User Academy – for producers and customer service representatives, every Thursday at 1:00 p.m. CDT

September 4 – Payments: How to Take a Payment in InsurancePro
September 11 – Endorsements: How to Process an Endorsement
September 18 – Help Us Help You: How to Submit Feature Ideas and Requests to ITC
September 25 – Other Policies: How to Create Another Policy for an Existing Client

Click here to register for InsurancePro User Academy.

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


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