Roadmap to SuccessSM
Roadmap to SuccessSM
You bought InStar for a reason ... to achieve a goal. You have a specific return on investment in mind. We have the roadmap to achieve those goals.
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The Roadmap to SuccessSM is a proven series of steps used by successful agencies to advance from initial system setup through mastery level InStar utilization in order to achieve measurable business results, including saving time, saving money and growing their businesses. By following this Roadmap to SuccessSM you too can achieve real business benefits, increasing your return on investment and achieving your goals. And PeopleInsure is here to help and guide you through each step along the way with training, consulting, workflows and tools. Read More>> |
What Others Say
"Tell everyone that I said to have you help them setup their system right the first time. You helped so much and saved us so much time."
Brent Jones, West Insurance
New InStar Agency Implementation Roadmap
The Process Explained - 2 hours
Our New InStar Agency Implementation Roadmap provides a step-by-step Roadmap for getting setup and going live on InStar. You'll receive:
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Implementation Roadmap Checklist - What to do
- When to do it
- Checklist to easily track your progress
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Implementation Roadmap Session - learn:
- Keys to getting the most from your system
- Common pitfalls and how to avoid them
- Key setup decisions and how they will impact you down the road
- Tips to make your setup easier
- How to complete several key setup setups
Course Information
Who should attend:
This session is designed for agents and brokers to help them through the pre-work of going live on InStar.
- 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.
Custom training sessions may optionally be extended for additional time to delve into topics more deeply and/or cover additional areas. For best results, sessions are typically conducted in either 1/2 day or 1.5 - 2 hours sessions.
Optional Setup Consulting
We'll complete your essential system setup for you.
If you are a busy insurance professional that prefers to spend their time helping clients and learning how to use InStar to become more productive and grow your business, we'll do your InStar setup for you. Read more>>
