Defying the Myth: Download Data 4-Part Series

Defying the Myth: Download Data
4-Part Series | Part 2

Thursday, June 27, 2019 | 12:00 p.m. - 1:00 p.m. Central

Come away with the ability to manage YOUR agency data alongside CARRIER data. It is a win-win for your employees to use “their customer friendly” data in proposals, schedules and form when needed and have the live beside the carrier data that will come into flow during reviews of coverage, forms and the logistics of coverage.

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 Topic Date Start End
Two Sets of Data: Learn how to use your data in a happy environment Thursday, June 20, 2019 12:00pm 1:00pm
Setups that are a must-learn Thursday, June 27, 2019 12:00pm 1:00pm
The nuts and bolts Thursday, July 11, 2019 12:00pm 1:00pm
What does it connect to: Proposals, eForms, Renewals, Client Portal Thursday, July 18, 2019 12:00pm 1:00pm 


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