Dallas/Ft. Worth Chapter Meeting

When:  Nov 4, 2019 from 8:00 AM to 4:00 PM (CT)
Associated with  Dallas Chapter

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Location

Hotchkiss Insurance
4120 International Parkway
#2000
Carrollton, TX 75007

Contact

Sonya Edwards
(940) 549-2525 x20
sonyae@bryanins.com

Topics

Epic Topics:
- Foundations of Reporting - Beyond the Basics Reporting Part 1
- 10 Reports Account Managers Should Keep in Report Quick View
- Creating Custom Forms in Applied Epic
- Managing Epic Policy Workflow Using Actions
- Download Set Up in Applied Epic/Real Time for Applied Epic
- CSR-24

TAM Topics:
- Building Agency Workflows
- Using Reports to Audit Your System
- Using Search in TAM Reports
- Marketing with TAM: The Big Picture
- Creating a Pipeline of New Business by Cross Selling
- Tips & Tricks

See full agenda here.

Registration

Members: $50
Non-members: $125

Breakfast & Lunch Provided.

In order to attend, you must complete an online registration. Non-registered attendees will not be permitted into the meeting.