Course: Beyond Proposals & Letters - Customized Summaries Of Insurance & Lists

When:  Dec 10, 2020 from 1:00 PM to 2:00 PM (CT)

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This session will go through how to use Word documents for more than letters and proposals. We will discuss how to pull vehicles lists with Garaging locations and/or deductibles in an easy to read, easy to compare list, customized summaries of insurance, service itemizations, claims dashboard, pre-renewals.

Skill level: Advanced
Product: Applied Epic
Target Audience: Customer Service, Operations
Presenter: Deb Lawson, Hickok & Boardman Inc
Length: 60 minutes
Price: 99.00 for Applied Client Network Members
FREE for Advantage Members