Workshop Info .pdf

File information

Original filename: Workshop Info.pdf
Author: Sean Morton

This PDF 1.5 document has been generated by Acrobat PDFMaker 11 for Word / Adobe PDF Library 11.0, and has been sent on on 25/01/2017 at 04:00, from IP address 174.51.x.x. The current document download page has been viewed 230 times.
File size: 80 KB (1 page).
Privacy: public file

Download original PDF file

Workshop Info.pdf (PDF, 80 KB)

Share on social networks

Link to this file download page

Document preview

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

When: Tuesday 2/7/17

10am – 3pm

9am – 3pm



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)
 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

Document preview Workshop Info.pdf - page 1/1

Related documents

workshop info
pathway brochure
dr james dabney
bluecoresummit2016 predayworkshop
asda1654 web2

Link to this page

Permanent link

Use the permanent link to the download page to share your document on Facebook, Twitter, LinkedIn, or directly with a contact by e-Mail, Messenger, Whatsapp, Line..

Short link

Use the short link to share your document on Twitter or by text message (SMS)


Copy the following HTML code to share your document on a Website or Blog

QR Code

QR Code link to PDF file Workshop Info.pdf