Training TuesdaysSM
Weekly Power Training
- 4 Specialties - 2nd Tuesday of the month
- Live - Online Virtual Classes
- 1 hour Power Sessions
Who should attend:
Agencies that want to continue to improve their InStar utilization each and every month.
Workflow Specialty
Make Best-Practices Your Practices.
Each month we focus on learning a detailed best-practices workflow by walking through it in a hands-on, step-by-step format. Knowledge of basic InStar features is assumed. (See Productivity and Basics-2-BlastOff.)
*Quick-Step
Best-Practices Workflows website subscription is INCLUDED with the Workflow Specialty. This is reflected in the cost of the program and the fact that it is only available by subscription.
Upcoming topics
Next Sessions: 7/20/10
Tracking the Workflow Upcoming Sessions*:
New Business Workflow - Part I New Business Workflow - Part II Cancellation Workflow - Part I Cancellation Workflow - Part II Audit Workflow - Part I Audit Workflow - Part II Real-time Workflow - Part I Real-time Workflow - Part II Download Workflow - Part I Download Workflow - Part II CSR Accounting Workflows-Part I CSR Accounting Workflows-Part II Streamlining Workflows for Success Creating Consistent Workflows Audits: Know What's Happening Tracking the Workflow Dissecting a best-practices workflow Making Paperless a Reality Paperless Best-Practices Dissecting a best-practices workflow InStar Model Office Making Best Practices Your PracticesSM
and More Topics Previous Session Recordings:
POWER of Change© Renewal Workflow - Part I Renewal Workflow - Part II Renewal Workflow - Part III Endorsement Workflow - Part I Endorsement Workflow - Part II Profiting from Paperless
Hot Topics Specialty
Manage, Monitor, Market & Grow with InStar.
Each month we focus on a specific workshop topic to accelerate your successSM. Topics may be InStar specific or hot topics (industry, management or marketing.).
Upcoming topics
Next Sessions: 2/28/12
Are You Getting the Most Out of InStar? Upcoming Sessions*:
Creating Consistency Know What's Happening Beyond Automation Clean Your InStar Closet The Next Generation of Document Management How They Did It Privacy & Security Catastrophe Planning - How Safe Are You? The Service Difference Reports You Didn't Think You Could Get, including Retention Real Time Means Real Dollars Powerful Proposals Mining InStar for Cross Selling Using Lists for Marketing InStar Reports for Marketing Automating Your Sales Process Tracking Sales Are You Leaving Money on the Table? Social Networking for Agents and More Topics Previous Session Recordings:
What Can InStar Do For You? Marketing: Web site to InStar without Re-Keying Are You Getting the Most from InStar? Download Tips to Get More Roadmap to Success
Productivity
Are You Getting the High Productivity that InStar Can Deliver?
Each month we focus on using a specific InStar feature(s) and functions to be more productive and efficient. These sessions include learning essential system functionality.
Upcoming topics
Next Sessions: 2/28/12
Are You Getting the Most Out of InStar? Upcoming Sessions*:
Studio Word Processing and Templates Powerful Client Data You May Have Overlooked Working with Commercial Policies Working with Personal Policies Dealing with Large CL Fast-track Forms eDocs Managing Work Electronically Company Contacts & Correspondence Microsoft Word for Service Microsoft Outlook for Service 10 Tips Every CSR Should Know Using FloTrax for the CSR invoicing for CSRs Understanding the PCR Payments Workflow for CSRs Working Smarter Not Harder Summaries of Insurance & Word Merge II Working with Email and PDFs, What you may and may not know and More Topics Previous Session Recordings:
Real-Time Revolution Word Merge Conquering Contacts Mastering Certificates The Power of Transprocessing Conference Tips Submissions for PL and CL What's New in InStar 9.2? Studio Word Processing and Templates
Accounting Specialty
It's always easier to do it right the first time.
Each month we focus on using a specific InStar accounting feature(s) and functions to complete accounting tasks accurately, getting and staying in balance. Stay in Balance. Know Your Numbers.
Upcoming topics
Next Sessions: 7/13/10
End of Month - Things to Look For In EOM Reports Upcoming Sessions*:
Paying Producers - Reconciling, Unique Situations & Common Mistakes Paying Companies with Ease Are Your Really In Balance? Always Know What You Owe Know Your Numbers Forensic Accounting Accounting Workflows - What to do when Special Situations A Principal's Guide to Reports InStar Reports to Excel & Pivot Tables and More Topics Previous Session Recordings:
Getting Starting (or Restarting) with InStar Accounting If I Knew Then What I Know Now Setup InStar for Better Reporting Where Does It Post? Direct Bill Invoicing Options Paying Co's: Direct Billed Pmts I Paying Co's: Direct Billed Pmts II Reconciling & Common Mistakes Direct Bill Comm. Stmt Download Paying Co's: Agency Billed I Paying Co's: Agency Billed II
Reconciling & Common MistakesPaying Producers 1099 & W2
Course Information
Who should attend:
Agencies that want to continue to improve their InStar utilization each and every month.
- Live Online Public:
2nd Tuesday each month 1pm - 2pm Eastern
When demand for a topic is great, we'll add Bonus Sessions on alternate Tuesdays to meet the demand.
Bonus Sessions: Alternate Tuesdays
When demand for a topic is great, we'll add Bonus Sessions on alternate Tuesdays to meet the demand. Bonus Sessions are not included in the monthly subscription, however subscribers may either select a bonus session in lieu of the regular session or receive a discount on the Bonus Session and attend both. Selection must be made service@peopleinsure.com prior to the first of the two sessions that month. 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. Register
Each session is 1 hour long. Special sessions may be longer.
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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What Others Say
"These classes are wonderful. Worth every penny!"
Dottie Burger, Gracey-Backer Insurance
"You've been so helpful. I'm not an accounting person, but thanks to you I'm really understanding how our accounting works. Thank you for helping us get back into balance. I don't know what we would have done without your help and guidance."
Erick Johnson, Johnson & Sons Insurance
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