Basics-2-BlastOffSM
Save time and be more productive
on tasks you do every day by learning to use InStar more fully. This class covers the essentials required to use InStar o be more productive, improve consistency, reduce errors, save time, and save money. The topics in these lessons provide the foundation upon which all other training and consulting programs build. The classes include techniques other agents have used to save over two weeks a year!
Who should attend:
Whether you're a new InStar agency or broker, a new use or employee in an InStar officer or an experience user looking for refresher training on the essentials so that you can get more from your InStar system, this class is for you!
What You Will Learn
Customer Service , Part 1
The Fundamentals - 1 day
Sessions include
(Topics will be covered, but may be conducted in slightly different segments and order when taken in conjunction with "7 Mistakes InStar Agents Make that Kill Productivity.)
#1 What Can AMS/InStar Do For You? "Start with the end in mind" Ken Blanchard. In this session we show you what it looks like to work in an agency that uses InStar to its fullest. This new session provides an overview of a model office, describing how InStar can help you to be more productive, improve consistency, reduce errors, save time, save money and grow your business using InStar. In this session we will also tell you which specific classes, training and consulting program provide detailed instruction to learn how to use InStar as shown.#2 Managing Your Electronic Desktop: Learn how to use the basic AMS/InStar features to manage your daily tasks and answer inquires, such as - Client Information Screen Overview, Client/List, Contacts (Overview), Bookmarks, Follow-ups, Notes, Top Notes, THist.
#3 Working with Clients and Policies: If you don't have the right data, you can't get the most from Instar's powerful features and reports. In this session we'll review keys concerning the storage of policy detail for personal and commercial lines customers, for both manual and downloaded policies, including where key data is stored, policy templates, downloaded policy overview, policy history and attached forms, and related questions, as time allows.#4 Outbound Processing Made Easy I : - Learn the basics of Outbound Processing including creating ACORD forms, printing the application to PDF file, sending correspondence (both letters and emails), attaching incoming emails and scanned documents (overview), eDocs related setup questions, as time allows.
Customer Service , Part2
The Essentials - 1/2 day
Sessions include:
#5 Inbound Processing Made Easy I: Learn the basics of Inbound Processing for manual policies DECs with the power of Transprocessing (TP). Typically the class includes the renewal transprocess for personal lines and commercial lines for manual policies, including the resulting History Dec's and Thist.#6 Inbound Processing II: Download: Learn how to process policies using Download, including attaching orphans and key workflow distinctions between manual and downloaded policies.
Customer Service , Part 3
The Essentials - 1/2 day
Sessions include:
#7 Forms and Correspondence: Learn how to create forms, such as Binders and ID Cards, then email them to companies or clients. Learn how to use InStar letter templates and content to speed your correspondence.#8 Conquering Contacts: Learn how to use the basic AMS/InStar features to manage your all of your contacts, including both your insured, company and vendor contacts. Learn how to keep from having duplicates. And, learn how to reconcile duplicates when they arrive.
Customer Service, Part 4
Optional - 1/2 day
See how all of the system functions come together to complete common work processes**, such as*:
Sessions include:
#9 Mastering Certificates: Learn how to manage large certificate lists, including creating Master Certificates, creating individual certificates, Certificate messages, updating certificates and renewing large lists of Certificates easily. (Creating custom form to attach to Certificates not included.)#10 Putting It All Together Elective: This session is designed to help participants connect the dots to what they've learned so far. This may include a review of materials covered to date, Q&A session, a selected topic and/or a review of one or two workflows (from a high level). Participants select the topic in advance.
Customer Service, Part 5 - 1 day
Best-Practices Workflows* (Also see Quick-Step Best-Practices Workflow Package)
Sessions include:
#W1 Tracking the Workflow: Learn how to use FloTrax and/or other electronic workflow tracking tools to track the workflow, enhance communications, reduce errors and save time.#W2 - Inquires and Endorsement: See how the system functions come together with best-practices to complete a common generic inquiry and endorsement for non-TransactNOW! companies, including a manual policy (commercial lines example) and a downloaded policy (personal lines example). Also see "Real-time Workflows."
#W3 Real-Time Workflows: See how the system functions come together with best-practices to complete a common generic inquiry, endorsement and quote with TransactNOW! compared to how they are completed for non-TransactNOW! companies.
#W4 Renewals: See how the system functions come together with best-practices to complete a common generic renewal, including a manual policy (commercial lines example) and a downloaded policy (personal lines example).
Customer Service, Part 6 - 1 day
Best-Practices Workflows* (Also see Quick-Step Best-Practices Workflow Package)
Sessions include:
#W4 Expirations: See how the system functions come together with best-practices to complete a common generic expiration process for automatic renewals and renewals that need some type of action. This session includes sending letters from lists..#W5 Cancellations: See how the system functions come together with best-practices to complete a common generic cancellation for non-pay and cancellation by request, including a manual policy (commercial lines example) and a downloaded policy (personal lines example).
#W4 Rewrites: See how all of the system functions come together to complete a common policy rewrite, including a manual policy (commercial lines example) and a downloaded policy (personal lines example).
#W5 Putting It All Together: This live session allow you to ask questions, get answers and learn next steps for using InStar to its fullest.
Customer Service, Part 7 - 1-3 days
Best-Practices Workflows* (Also see Quick-Step Best-Practices Workflow Package)
#W6-A New Business, CL Manual I: See how the system functions come together with best-practices to complete a common generic new business workflow, including a manual policy (commercial lines example.) Part one is the pre-sales section of the workflow.
#W7-A New Business CL Manual II: See how all of the system functions come together with best-practices to complete a common generic new business workflow, including a manual policy (commercial lines example.) Part II is the post-sales section of the workflow.
#W6-B New Business CL Download I: See how the system functions come together with best-practices to complete a common generic new business workflow, including a downloaded policy (commercial lines example.) Part one is the pre-sales section of the workflow.
#W7-B New Business CL Download II: See how the system functions come together with best-practices to complete a common generic new business workflow, including a downloaded policy (commercial lines example). Part II is the post-sales section of the workflow.
#W6-C New Business I PL: See how the system functions come together with best-practices to complete a common generic new business workflow, including a downloaded and manual policy (personal lines example), as time allows. Part one is the pre-sales section of the workflow.
#W7-C New Business II PL: See how the system functions come together with best-practices to complete a common generic new business workflow, including a downloaded and manual policy (personal lines example), as time allows. Part II is the post-sales section of the workflows and the real-time NB.
#W8 New Business II: Task and Submission Tracking Learn how of FloTrax and Submission tracking can help you know exactly where you are on any process at any time, creating more consistency and reducing errors. Plus, you'll have the data you need to discuss workload with staff and submission success with producers and companies.
Course Information
Who should attend:
Whether you're a new InStar agency or broker, a new use or employee in an InStar officer or an experience user looking for refresher training on the essentials so that you can get more from your InStar system, this class is for you!
- Live Online Public: Once the minimum number of agencies have registered, we schedule the live online classes with the registrants at times most convenient for them. Register
- Live Online Custom: Call to schedule a professional trainer to custom an online class for your organization. Register
- Live On Site: Call to schedule a professional trainer come to your office to work train your entire staff. Register
- Recorded, On-Demand: Coming soon ... On-demand sessions are available at any time, for agencies that do not want to wait for the next live class. You will receive a link to the recorded sessions the next business day after registration.
Each session is at least 1.5 - 2 hours long.
Sessions are combined into Classes, also called Parts. (Part 1, Part 2) For best results, sessions are typically conducted in either 1/2 day or 1.5 - 2 hours sessions.
Pre-requisite for Customer Service each Customer Service Part are the previous level Parts, or equivalent knowledge. For example, the pre-requisite for Part 5 is Part 1-4 or equivalent knowledge.
To best serve participants, we adapt to the needs of the participants. The topics included and the time to complete each topic may vary based on the participants' prerequisite knowledge, needs, questions and learning styles.
Unless otherwise stated, we do our best to mix personal and commercial lines examples in each session. However, based on the class, different examples may be used. If you are interested in a personal lines only or commercial lines only session, please contact us for customized training.
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* Workflow documentation is NOT included in this class, but is available as part of the Quick-Step
Best-Practices Workflows.
What Others Say
"I can't believe how much everyone learned in our sessions. This training is wonderful!"
Deanna Darnielle, Darnielle Insurance
Next Steps
You may also be interested in one of our wide range of classes and webinars on intermediate and advanced AMS/InStar topics, as well as workflows, customer service and sales. View Full Catalogue.
We also provide customized training for your agency. Ask us how. Contact
