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Essentials | Technology

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Roadmap to SuccessSM:
"New" Agency - Training & Setup

Roadmap and essential training and setup that accelerate your successSM:
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Accounting Soup-2-NutsSM
New bookkepers, agents or refresher. Know your numbers by knowing the ins and outs of InStar bookkeeping.
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Training TuesdaySM: Prod & Acct
Focus on the Essentials of Productivity or Accounting with these high-impact montly workshops.
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Custom Training - Just Your Staff
Online or Onsite

Accelerate your success with training customized to your needs and goals.

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Applied/Adv. | Process

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Quick-StepSM Best Pactices Workflows & Training Package
Best-practices workflows, procedural notes, on-demand &/or live training packages. Public or Private Training.
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Profit from PaperlessSM
Are you "stuck" between electronic and paper files. Move beyond scanning to find 5-40% savings by removing the paper burden.
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Harness the PowerSM of InStar
for Productivity and Growth

Learn and apply advanced system features to become more productive (save time and money) and grow.
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Custom Training - Just Your Staff
Online or Onsite

Accelerate your success with consultative training on advanced topics and best-practices workflows.

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Mastery | People

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POWER of Change®
"Performance oriented workflows ensure results." (ACORD) Our trained facilitators guide you through the process, accelerating yoursuccessSM.
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PerformanceImpactSM
The methods used by corporations to drive performance improvement to bottom line results are scaled for you to accelerating yoursuccessSM:
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Training TuesdaysSM:
Management & Growth

Focus on mastery level Management & Growth features with these high-impace montly workshops.
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Beyond Automation:
You've learned your system. You've implemented best-practices workflows. Now learn the skills each staff member needs to achieve your goals.
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PeopleInsure News

03. 29. 10

AMSUG / NetVU National Conference

PeopleInsure is proud to have participated in the National Conferencde for the AMS Users Group, now the Network of Vertafore Users (NetVU). Vertafore shared the latest news. Many great workshops on systems, connectivity and managing your business.

See our Tweeter tips from the National Conference.

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03. 02. 10

NIUG Western Regional Conference Success

The National InStar Users Group (NIUG) Western Regional Conference in Las Vegas was a great success. PeopleInsure is proud to have spoken at the confernce.

See our Tweeter tips from WRC

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Consultative Training

Consultative training goes beyond what button to push to help you learn how to use your technology to be more productive, more effective and grow your business. Yes, you still learn how the your system works, while learning tips to use your technology to better achieve your goals.

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Audits

Don't know what you need? A system utilization audit or workflow audit are great places to start. Learn how well your staff is using the system and following procedures. Then, get a roadmap to get to the next level.. .

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Why PeopleInsure?

"Tell everyone that I said that they should use your services! You've done a great job for us. We just wish we had taken advantage of the programs sooner."                             Brent Jones, West Insurance

Learn from professionals with over 25 years in the industry. We've worked with agents from 1-2 users to the largest national brokers. So, why reinvent the wheel? Let us help you accelerating yoursuccessSM.

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