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Oct 18

Database Cleanup Part 1 – Beginner Level

October 18, 2021 @ 10:00 am - 11:00 am

Free

Speakers: Stephen Harrington

Room: Sunset 1-3

Speaker Type: Agent

Session 1: Basic Maintenance Part 1. Quick tips for beginners on basic database maintenance using Agency Intelligence. In this session we will be doing a review of the user permissions needed to clean up the database, saving and assigning reports, and using Agency Intelligence to find out what you’re doing right and what you need to focus on for a quick cleanup of the basic information at the client and/or policy level in HawkSoft. Sections that we may review: CSR, Producer, Office, Company, etc. This class is a great way for you to get your feet wet in database maintenance. It is also recommended as a refresher for those currently maintaining the database or attending any of the other cleanup sessions. Don’t know where to start? Afraid of the unknown? This session can help…

 

Stephen Harrington-Descoteaux

Stephen Harrington, CIC is the Chief Operations Officer at Cross Insurance Agency. With 20+ years of experience in insurance, retail, restaurant, marketing and office…

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Details

Date:
October 18, 2021
Time:
10:00 am - 11:00 am
Cost:
Free
Event Categories:
,

Organizer

HUG