Video recorded on September 24, 2020
What was covered:
Review of basic functionality
- Using activities to take notes after meeting with a client, especially if there are any follow-up tasks.
- Using Advanced and Saved Search to create real-time updating lists on your dashboard. Setting up saved searches for renewal dates, carrier, coverage type, and more. Here are some examples.
- Creating lead forms to place on your website so prospects can give you their contact information.
Tips and best practices for renewing a policy