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Retention (2)
Time Management (1)
AppX Retention Management System (4)
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Kelly Donahue-Piro
Kelly Donahue-Piro
Michele Rosario
Michele Thompson Rosario
Nicole Vadnais
Soph Avalos
Stephen Harrington-Descoteaux
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Courses
Process Pack: Insurance Receptionist: Phone Greeting, Transferring & Screening Process
Available until
Kelly Donahue-Piro
%
COMPLETE
$200
Process Pack: Insurance Client Management: System Documentation
Available until
Kelly Donahue-Piro
%
COMPLETE
$200
Process Pack: How to Handle Insurance Payments & Suggest Insurance EFT, ACH, or Pay in Full
Available until
Kelly Donahue-Piro
%
COMPLETE
$200
Process Pack: Insurance Cancellation Request Process
Available until
Kelly Donahue-Piro
%
COMPLETE
$200
Process Pack: Proof of Insurance
Available until
Kelly Donahue-Piro
%
COMPLETE
$200
Process Pack: Insurance Endorsements
Available until
Kelly Donahue-Piro
%
COMPLETE
$200
Agency Ascend: Insurance Leadership Training Pack Online
Available until
Q3 2024 New Course Launch
Kelly Donahue-Piro
%
COMPLETE
$495
Burnout Busters: Thriving in Year 2 of the Hard Market
Available until
Hard Market Hero 2.0
Kelly Donahue-Piro
%
COMPLETE
$95
Process Pack: New Business Playbook
Available until
Q3 2024 New Process Pack Launch
Kelly Donahue-Piro
%
COMPLETE
$200
Process Pack: Renewal Process
Available until
Q3 2024 New Process Pack Launch
Kelly Donahue-Piro
%
COMPLETE
$200
Process Pack: Rewrite Process
Available until
Q3 2024 New Process Pack Launch
Kelly Donahue-Piro
%
COMPLETE
$200
Burnout Busters Recorded Live Sessons: Thriving in Year 2 of the Hard Market
Available until
Recorded Live Webinar Sessions of Burnout Busters
Kelly Donahue-Piro
%
COMPLETE
$295
2025 Insurance Agency Annual Strategic Planning Workbook
Available until
5 Course Bundle
%
COMPLETE
$495
AMS360 APP Program Resources
Available until
AMS360 Management System Data Resources & Guidelines
Kelly Donahue-Piro
%
COMPLETE
Hawksoft APP Program Resources
Available until
Hawksoft Management System Data Resources & Guidelines
Kelly Donahue-Piro
%
COMPLETE
Applied Epic APP Program Resources
Available until
Applied Epic Management System Data Resources & Guidelines
Nicole Vadnais
%
COMPLETE
Stakwise/Ezlynx APP Program Resources
Available until
Stakwise Management System Data Resources & Guidelines
Kelly Donahue-Piro
%
COMPLETE
Other Management Systems APP Program Resources
Available until
Other Management Systems Data Resources & Guidelines
Kelly Donahue-Piro
%
COMPLETE
Process Pack: Claims Process
Available until
Q4 2024 New Process Pack Launch
Kelly Donahue-Piro
%
COMPLETE
$200
KDP Speaking Event: Efficiency In Chaos
Available until
Live Recording of KDP at Speaking Event
Kelly Donahue-Piro
%
COMPLETE
$49
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