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If I knew then what I know now.
Get more from your InStar Accounting and Reporting in 2010!
Accounting
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When you did your original setup did you know what types of reports you wanted, what information you'd need for E&O apps or the impact of your setup on your workflows? We'll give you great tips for changes you may want to make at the beginning of the year to get more from your InStar accounting and reporting in 2010. (Pre-requisit: If you don't have your basic setup right, please see "Getting Started (or re-started) with InStar Accounting.)
Tuesday, December 8th
1:00 - 3:00pm EDT
12-2 CDT, 11-1 MDT, 10-12 PDT
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The Endorsement Workflow
Workflows
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A step-by-step class on the best-practices generic endorsement workflow for PL endorsements using company web sites and CL endorsements requested manually. Maintain your History. Learn some tips. Get everyone doing endorsements consistently.
Tuesday, December 15th
1:00 - 3:00pm EDT
12-2 CDT, 11-1 MDT, 10-12 PDT
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| Future Classes |
See what's coming! Each month we offer 4 dynamic workshops on topics selected from the Training Tuesdays topic list.
SPECIAL - Subscribe to Training Tuesdays - pay for one, bring a second for FREE. Offer expires 12/31/09.
If you are interested in one of these topics, or would like more information on a topic that you don't see here, please contact us at info@peopleinsure.com and we'll give you options and dates to help you reach your learning goals. |
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What's New in AMS InStar 9.2?
Special Session
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InStar 9.2 is here and hot! Learn about the key new features in AMS InStar 9.2! Learn about the new word processing templates, direct bill commission statement download and more!
Recorded Session
Available 12/31/09 for 30 days
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Custom Forms With Word Merge for Proposals
and More
Productivity
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Would you like to issue customized Microsoft Word® proposals directly from InStar? Would you like to have professional looking proposals that merge data from your InStar clients and policies? Learn how to take a Microsoft Word document, add merge codes and insert into InStar for everyone to use! From routine correspondence to agency specific proposals, and company specific forms, custom forms help you harness the power of Word and merge InStar data into your personalized forms, such as Proposals.
Recorded Session
Available 12/31/09 for 30 days
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Getting Started (or re-started) with InStar Accounting
Accounting
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Are you new to InStar? Have you had InStar for a long time, but are just now ready to get your accounting setup in the system? Are you unsure that your accounting was setup right? This class is for you. We'll give you a roadmap to get started right with InStar accounting! (Next month we'll show you how setup your coding for 2010 to get better reports.)
Recorded Session
Available 12/31/09 for 30 days
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Power of Change Overview
Workflows
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The Power of Change ® is a proven approach to implement new workflows that maximize your utilization of technology while focusing on the customer. Originally released by ACORD in the 1990's and updated and relaunched in 2008, this poweful program can help you take your business to the next level. Come to this introduction class to learn how this 5 Step process can help your agency
accelerate your successTM
Recorded Session
Available 12/31/09 for 30 days
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Profiting from Paperless
Workflows
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We all scan. We all have PDF files. But are you really paperless? Do you have the information that you need readily at your fingertips? Has paper crept back into your office? Come see how to move beyond scanning to profiting from paperless to
accelerate your successTM.
Recorded Session
Available 12/31/09 for 30 days
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Are You Getting the Most Out of InStar?
Management & Growth
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Are You Getting the Most Out of Your InStar System? Are you saving at least 2-3 weeks per person per year? You’ve made the investment into your system, now make sure that you are getting the greatest return on your investment.
Recorded Session
Available 12/31/09 for 30 days
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Mining Your Database for Marketing
Management & Growth
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Would you like to find the hidden jewels, the hidden opportunities in your InStar database to grow your business? Come learn the first steps to mining your database for to find cross-sell, upsell and other marketing opportunities to
accelerate your successTM.
Recorded Session
Available 12/31/09 for 30 days
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