Do you want to increase your InStar ROI?
In today's evolving environment, using your AMS InStar system to its fullest can help you be more productive and more profitable! Learn how now.
Every Tuesday we bring live training classes to your desktop in our virtual classroom! These power-packed session teach you how to use AMS InStar to be more productive and grow your business! Each Tuesday of the month is a different specialty:
Are You Getting the High Productivity that
InStar Can Deliver?
1st Tuesday of Every Month
1-3pm ET/12-2 CT/11-1 MT/10-12 PT
Next Session:
Working with Email and PDFs
Tuesday, July 6th
1:00 - 3:00pm EDT
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.
2nd Tuesday of Every Month
1-3pm ET/12-2 CT/11-1 MT/10-12 PT
Next Session:
End of Month - Things to Look For In EOM Reports
Tuesday, July 13th
1:00 - 3:00pm EDT
Each month we focus on using a specific InStar accounting feature(s) and functions to complete accounting tasks accurately, getting and staying in balance..
Target audience: Agency bookkeeping staff
to Accounting
Specialty Series and SAVE!
Upcoming Sessions*:
Paying Producers 1099 & W2
Paying Producers - Reconciling, Unique Situations & Common Mistakes
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 Mistakes
Workflows
Make
Best-Practices
Your Practices
3rd Tuesday of Every Month
1-3pm ET/12-2 CT/11-1MT/10-12 PT
Next Session:
Tracking the Workflow
for Consistency
with FloTrax
Tuesday, July 20th
1:00 - 3:00pm EDT
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.)
4th Tuesday of Every Month
1-3pm ET/12-2 CT/11-1 MT/10-12
Next Session:
Roadmap to
SuccessSM Optimizing Your InStar ROI
Tuesday, August 31st
1:00 - 3:00pm EDT
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.)
Target audience: Agency principals, management and key InStar personnel.
to the
Hot Topics Specialty Series and SAVE!
Upcoming Sessions*:
Optimizing Your InStar ROI
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
*Due to scheduling, you must attend the session for your subscribed specialty(s).
We reserve the right to change the topics of any subscription classes up to 14 days from the class date, so that we may best respond to the needs of the subscription attendees.
Email confirmations will be sent to the email provided.
Missed sessions are non-refundable and there are no make-up sessions.
Cancellations must be received at 877-772-4677, x2 or info@peopleinsure.com prior to the monthly billing being processed.
If you have any questions, please contact us at 877-772-4677 or info@peopleinsure.com
