Agency Platform & AMS360: working together seamlessly
By: Angela Painter
Monday, August 14th
11:00 AM EST
Now that you have purchased the “Platform” what does it mean to your team? Do they know their way around My Agency Home, how and when to use its capabilities, or when to dive right in to AMS360? We will show you the best parts of the Platform while remembering how it interacts with AMS360. We’ll teach you to look at work differently through the usage of WorkQueue and QuickNavs.
Exporting AMS360 Reports to Excel
By: Jeff Cook
Thursday, August 24th
11:00 AM EST
A hands on approach to manipulating the AMS360 reports you work with everyday using Macros and Pivot Tables in Excel to save time and generate more useful information.
BUNDLE the Report Card and Snapshot & SAVE $250
We’ve helped clients streamline processes and clean up their General Ledger to yield more reliable financials, and uncover potential risks to their agency (like fraud and mismanagement of funds). We want to help you better understand your agency’s financial health!
Offer Expires 08/31/2017
Mock Customer Reviews
A great way to gauge comfort and thoroughness of client reviews is to practice! Practice makes perfect, right? Have your account managers do customer reviews with each other. Record the conversations if you can, or ask for an observer to take
notes so that they can really absorb the feedback. This will make them more confident when performing actual reviews with clients.
Need help implementing or improving customer account reviews?