Workshop Info .pdf
Original filename: Workshop Info.pdf
Author: Sean Morton
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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.
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
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
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
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