WEB261118TC - Tech Connect - Your Phones Are Talking: Turning Calls into Client Intelligence

About this event

Welcome to the New Tech Connect courses: Your Phones Are Talking: Turning Calls into Client Intelligence

Every day your agency has dozens of client conversations, and most of that information never makes it into your management system. This session shows how call summaries, automatic documentation, and phone data can protect you from E&O exposure and make sure nothing a client tells you ever falls through the cracks.

Instructor: Matt Slade

Matt Slade is Co-Founder of PrismAMS and has spent more than 20 years in insurance technology, working with AMS vendors, comparative raters, carriers, and independent agencies across the country. He is the author of The Insurance Agency’s Non-Techie Guide to Cyber Security and consults with independent P&C agencies on IT strategy, cybersecurity, and automation. Matt is based in the Pacific Northwest.

Webinar Cancellation policy: notices may be received in writing up to 7 days prior to the scheduled webinar and are transferrable to 1 future webinar only. No shows from attendance reports on the day of the webinar will not be refunded and if the no show had a balance due, they will be invoiced accordingly. Sorry - No exceptions.

Note this new course is 1 hour long