Training TuesdaysSM Productivity Specialty
Power Training - 1st 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.
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.
Next Sessions: 7/6/10
Working with Email and PDFs, What you may and may not know 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 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 and More Topics Previous Session Recordings:
Studio Word Processing and Templates 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? Subscribe today and receive Studio Word Processing and Templates recorded session for your July Session
Course Information
Who should attend:
Agencies that want to continue to improve their InStar utilization each and every month.
- 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
Each session is at least 2 hours long.
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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We also provide customized training for your agency. Ask us how. Contact
