Northeast Ohio Chapter Meeting

Applied Client Network Northeast Ohio Chapter

Friday, December 15 2017 
9:00 a.m. -  1:00 p.m.

Join us on December 15th for the Applied Client Network Northeast Ohio Chapter Meeting

Topics:

We will have election of officers.

Program to be presented: Maximize Applied TAM to Grow your Agency
Speaker: Joi Ruther, Customer Applications Consultant, Alexant Systems Corporation
Topics include: Billing Screens, Keeping Applications Current, Activities, Change Requests, Certificates, Client / Prospect Screen Defaults, Billing Screen Defaults, Commission Defaults, 
Additional User Defaults, Pre-Filled Forms, Formletters, Attach to Existing Items, Drag & Drop Emails, Send & Attach Emails, Front End Scanning, Real Time, Download, Accounting Efficiencies,
General Ledger Sub Accounts, Transacting Agency Bill Items, Reconciliations, Agency Bill Reconciliations, Direct Bill Reconciliations and Commission Download, Recurring Journal Entries, 
Management Efficiencies, Formletters Folders, Make Application History Mandatory, Make Activities Mandatory , Production vs. Book of Business and Expiration Reports 

Location:

Crown Center Amphitheater
5005 Rockside Rd
Independence, OH 44131

Registration:

Members: FREE
Non-Members: $20
Contact Joe Germana to register:
P: 440-882-2012  |  E: joe@fourstarinsurance.com


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