Workshop Info .pdf

Automation & Efficiency Workshop
When: Friday 2/3/17

When: Tuesday 2/7/17

10am – 3pm

9am – 3pm

Location:

Location:

Lafayette Public Library

Highlands Ranch Public Library

Cost: $349/Agent & $199/Team Member. Includes Lunch.
Sign Up Link (your name will not be displayed on the list)
Includes:
 Architecting your agency from A-Z
 Email Templates – Philosophy, Review, & Setup
 Signatures – Philosophy, Review, & Setup - when to use them vs. email template
 SF Connect - training on use, templates, BOD scripts, etc.
 BOD Training
 How the team should efficiently work it in 2 hours or less/day
 What info the agent needs to get out of the report from the BOD person
 Lead Alerts Training - IFRs, claims, endorsements, coverages, etc.
 Call Reports - Setup, use, & Scoreboard integration
 Claims Process - SMP vs call list
 Scoreboard - Creating & updating w/ data from P+
 IFR - Prep Template & Documentation
 ID cards - Script to paste into email
 Efficiency & Automation Training & Tips
 Much more!
Feedback from previous session:
“For new agents and
tenured agents alike, this
workshop is an absolute
must. In 18 years in the
business it was the best
training my team and I
have participated in.”

“This workshop is full of
great information that can
be put to use in your
agency immediately.
Come ready to take notes
and bring your BOD team
member with you!”

“Wow! All of Sean's hard
work given to you in
minutes.... Great workshop
especially if you want to
improve / start a process.”

For additional information, or to sign up please contact me:
Sean Morton (303) 587-0056
seanpmorton@gmail.com