Basics-2-BlastOff^SM - 1 Day Special Class

What You Will Learn   |  Course Information   |   Testimonials   |   Next Steps

 

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!

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What You Will Learn

Accelerated Customer Service , Part 1-3
The Fundamentals - 1 day

Whether you're looking to build a foundation to help jump-start you to the next level of InStar utilization or just getting started with InStar this class will help. You will learn from the perspective of how you actually use InStar to complete common daily tasks. The session is designed to take the most important principles from the 2 day Basics-2-BlastOff Parts 1-3, consolidate them into a high-impact 1 day session and jump-start your success. A great review for experienced uses that have never received training too!

For those who don't want to miss a thing and want the full Basics-2-BlastOff, call us at 877.772.4677 x2 for the next scheduled live session or on demand sessions.

Sessions include
Topics may vary slightly based on the needs of needs, profile and the questions of the attendees..

#1A 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.

#1B Outbound Processing Made Easy : - 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.

#2A Inbound Processing Made Easy: 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.

#2B Putting It All Together: This session is designed to help participants connect the dots to what they've learned so far. We will review how to use the features covered to complete a generic best-practices workflow, typically either a renewal or endorsement. In the process we will compare and contrast the differences between downloaded and non-downloaded policies.

For workflow training and documentation see Quick-Step Best-Practices Workflow Package

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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!

Attendance Options & Scheduling:

• 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. Call 877.772.4677 x2.
• Live On Site: Call to schedule a professional trainer come to your office to work train your entire staff. Call 877.772.4677 x2.
• 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.

Length: See Above
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-requisites

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.

Terms and Conditions:

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.

See Full Terms and Conditions - 100% Satisfaction Guarantee

* Workflow documentation is NOT included in this class, but is available as part of the Quick-Step
Best-Practices Workflows.

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What Others Say

"I can't believe how much everyone learned in our sessions. This training is wonderful!"

Deanna Darnielle, Darnielle Insurance

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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

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