Course Curriculum
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Agency Retention - Welcome & Getting Started
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Agency Retention - Leadership Team Only Section
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Management System Set Up - Leadership Team Only
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Management System Leadership Set Up -Hawksoft
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after you enroll
- Welcome - About Your Hawksoft Instructor (1:09)
- Download Your Set Up Guide (1:24)
- Download or Expiration List (4:16)
- Data Check Based on Who Will be Making the Calls
- Running an Expiration Report (2:14)
- Automating Suspense (Report or Download) (6:42)
- Action Codes (7:41)
- Source Codes (2:49)
- Client Tags (2:36)
- Adding Post Call Communication Templates (Email, Letter, & Text) (4:18)
- Hot Keys (2:45)
- Working Documents (3:53)
- Cancellation Reasons (2:20)
- Running an Activity Report (3:57)
- Checking to make sure the team is making calls (Suspense Reports) (1:55)
- Retention Report (1:37)
- Renewal Review Cross Selling Report (2:02)
- Running a Cancellation Reason Report (2:34)
- APP Reporting Data Templates (For Consulting Clients)
- Course Recap
- Stop!
Management System Leadership Set Up - QQ Solutions
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days
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- What to Expect
- Download the Set Up Guide
- Call Distribution: Non Renewed Report & Expiring Policy Widget (2:52)
- Call Distribution: QQCatalyst Smartflow - CL & PL (12:22)
- Set Up: Setting Up Notes/ Important Notes (4:48)
- Set Up: Creating an Email Template (3:00)
- Set Up: Creating a Letter Template (3:19)
- Set Up: Access the Email or Letter (7:18)
- Set Up: Tags (4:58)
- Tracking: Retention Reports (4:09)
- Course ReCap
- Angela Adams Consulting QQCatalyst Packages
- Stop!
Management System Leadership Set Up - AMS 360
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days
days
after you enroll
- Welcome- What to Expect
- About Your AMS360 Instructor
- Download Your AMS360 Leadership Set Up Guide
- Call Distribution: Electronic Call List Generating Monthly Electronic Renewal List (15:32)
- Setup Configuring Action and Suspense Codes (7:13)
- Setup: Configuring Document Types (5:32)
- Setup: Creating AMS360 Form Letters Including Merge Fields (9:25)
- Setup: Using Form Letters as Emails (8:26)
- Reporting: Tracking Reports for Measuring Success (12:01)
- Call Distribution: Generating & Sharing the Download Detail Report (7:49)
- APP Reporting Templates (For Consutling Clients)
- Course ReCap
- Angela Adams Consulting AMS360 Packages
- STOP!
Management System Leadership Set Up - Epic
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days
days
after you enroll
- Welcome - What to Expect (1:12)
- About the Instructor
- Download Your Epic Set up Guide
- Activity Unsuccessful Reason List (1:06)
- Activity Workgroups (1:13)
- Add Activity Codes (2:37)
- Agency Defined Category- Lost Business Reasons (1:40)
- Retention Activities Closed Last Week (9:11)
- ARND AMKT AINC ANOC Closed Last Week (1:38)
- Open Activities (12:43)
- Expiration Report to Generate AppX Activity (7:27)
- Lost Business Report (12:56)
- Retention Report (6:20)
- APP Reporting Data Templates (For Consutling Clients)
- STOP!
Management System Leadership Set Up - Ezlynx
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after you enroll
Agency Retention 1 - Getting Started Students Section Only
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Retention Philosophies
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Management System Student Set Up - Hawksoft
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days
days
after you enroll
Management System Student Set Up - QQ Solutions
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days
days
after you enroll
Management System Student Set Up- AMS360
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days
days
after you enroll
Management System Student Set Up - Epic
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Phase 1: Making Renewal Review Calls
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Phase 2: Optimizing Your Calls
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after you enroll