The focus for this phase is to train and provide time for hands–on training for your agency to work on the product and become proficient with the following key functions:
- The Customer Database
- Entering/Editing a Customer
- Tabs in the Customer File
- History
- Policy
- Receipts
- Notes
- Letters
- T-Files
- Attachments
- a) Documents
- b) Images
- Relatives
- AR Suspense
- Forms
- Downloads
- Claims
- X-Dates
- Prospect Management (X-Dates)
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