Spring cleaning is in full swing as agents prepare for the summer’s shenanigans. While you spend time decluttering your physical workspace, don’t forget to give a little TLC to your digital one! If you don’t know where to start (Epic can be a beast, I know), here are some quick and easy fixes that can … Read more
How can you use a working referral program to generate more business? Referrals are the most coveted way to gain business, and in an age where exposure means everything, they are one of the ways prospective clients determine your credibility. Honestly, the easiest (and cheapest) way to market your agency is by word of mouth, … Read more
Take a Look at Your Epic Reports Are you receiving Epic Reports? Not sure what they mean? Join this session and learn more about report data and making sure you have all necessary reports scheduled. This is a reoccurring weekly training, please check for other dates if you are unavailable at this time!
Learn About Your Epic Renewals How are you managing your Epic renewals? You should be receiving the Policy Exception Report that will show you policies that increased in premium, 10% for personal lines and 5% for commercial lines. Join this session to learn more about utilizing Epic Opportunities during the renewal process.
This training will show you how to: Review Sales Team Goals/Members Review Sales Report Review Opportunity report Review Hit Ratio Review Dashboards