Training TuesdaysSM Workflow Specialty
Power Training - 3rd 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.
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.
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
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
