Training TuesdaysSM Accounting Specialty

Power Training - 2nd Tuesday of the month

  • Live - Online Virtual Classes
  • 2 hour Power Sessions

Who should attend:
Agencies that want to continue to improve their InStar utilization each and every month. Agency bookkeeping staff

 

Stay In Balance. Know Your Numbers.

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.


Upcoming topics

  Next Sessions: 7/13/10  
 
bullet End of Month - Things to Look For In EOM Reports
 
  Upcoming Sessions*:  
 
bullet Paying Producers - Reconciling, Unique Situations & Common Mistakes
bullet Paying Companies with Ease
bullet Are Your Really In Balance?
bullet Always Know What You Owe
bullet Know Your Numbers
bullet Forensic Accounting
bullet Accounting Workflows - What to do when
bullet Special Situations
bullet A Principal's Guide to Reports
bullet InStar Reports to Excel & Pivot Tables
bullet and More Topics
 
     
Previous Session Recordings:  
 
bullet Getting Starting (or Restarting) with InStar Accounting
bullet If I Knew Then What I Know Now Setup InStar for Better Reporting
bullet Where Does It Post?
bullet Direct Bill Invoicing Options
bullet Paying Co's: Direct Billed Pmts I
bullet Paying Co's: Direct Billed Pmts II Reconciling & Common Mistakes
bullet Direct Bill Comm. Stmt Download
bullet Paying Co's: Agency Billed I
bullet Paying Co's: Agency Billed II
Reconciling & Common Mistakes
bullet Paying Producers 1099 & W2
 
     

 

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Course Information

Who should attend:
Agencies that want to continue to improve their InStar utilization each and every month. 

Attendance Options & Scheduling:

  • Live Online Public: Each Tuesday at 1pm - 3pm Eastern
    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. Register

Length: See Above
Each session is at least 2 hours long.

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.

More>> Full Terms and Conditions - 100% Satisfaction Guarantee

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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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We also provide customized training for your agency. Ask us how. Contact

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