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Oct 18

Paperless Office and Unmatched Docs – Best Practices

October 18, 2021 @ 11:15 am - 12:15 pm

Free

Speakers:

Cal Durland, CPCU,

Patricia Lamb,

Room: Pacific E

Speaker Type: Agent / Partner

In today’s evolving environment, having data and information at your fingertips, with the ability to share it with your customers has become the trend.  Hear from an IVANS representative about where you can learn about the status of your download and what you may be missing from the carrier. Hear from an agency user on how it works in Hawksoft, as well as to understand why documents go to the unmatched document folder and not directly to the client file.  The class will be led by IVANS representative Cal Durland, CPCU and Hawksoft user, Patricia Lamb, owner of Select Insurance Services.

 

Cal Durland

How many people can say that they have worked for a carrier, broker, association and solution provider, and is married to a 4th generation independent agency…

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Patricia Lamb

Agency Owner since 1983. Hawksoft User since 2015 and one of the original four Board of Directors of the Hawksoft User Group. Connecting people to other people or…

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Details

Date:
October 18, 2021
Time:
11:15 am - 12:15 pm
Cost:
Free
Event Categories:
,

Organizer

HUG