Understanding Attachment Templates (Standard vs. Master vs. Paragraph)
Intermediate Word Formatting
Epic data fields, Ask Variables, If Statements, Replicate Commands
Presenter: Renee Foo, AB Solutions
Renee Foo is a consultant, author, and speaker with over 20 years experience on Applied Systems products. She advises independent insurance agencies on how to improve day to day practices and procedures. A self-proclaimed "perpetual learner", Renee is passionate about acquiring and sharing knowledge. She believes it is crucial for all agency personnel to understand how each input of data ultimately affects the agency as a whole and its ability to market, service, analyze, and grow. Renee is the co-author of ASCnet's tool "The Fast Track Guide to Getting The Most out of TAM."
Areas of interest and expertise: agency operations and procedures, document management, branding and design, time management methodologies.
Chapter Members: $40
Breakfast & Afternoon Refreshments will be provided. Lunch will be on your own.
In order to attend, you must complete an online registration. Non-registered attendees will not be permitted into the meeting.