Database Cleanup Part 2 – Beginner Level

Speakers: Stephen Harrington

Room: Sunset 1-3

Speaker Type: Agent

Session 2: Basic Maintenance Part 2. Diving deeper into managing the cleanup of your database using Agency Intelligence. In this session we will get into reviewing things such as Policy Titles, Application Type, Agent 1 and more. You will also be shown how to find active customers with missing phone numbers, emails, and last names. This is a class for those that have a basic understanding of database maintenance at the client level and are looking to get into the more difficult part of database management. You are going to sound so smart when you go back to work on Monday!

Supporting Documents

HUG 2021 Data Cleanup Session 2 PDF