What Will You Learn?

• In the course of admin, you will learn:
• Portal Setup: You will gain expertise in setting up your agency's portal, ensuring it is tailored to your specific needs and branding.
• Configuration: Understand the essential settings that need to be enabled to optimize your portal's functionality and efficiency.
• AMS Integration: Learn how to seamlessly integrate your portal with your Agency Management System (AMS), allowing for smooth data exchange and synchronization.
• Sales Process Development: Master the art of building and refining your sales process, ensuring it aligns with your agency's goals and objectives.
• Pipeline Editing: Discover how to efficiently edit and manage your sales pipeline, ensuring a streamlined and organized approach to sales.
• Goal Setting: Learn how to set realistic and achievable goals for your agency, helping you measure progress and drive success.
• Marketing Campaigns: Dive into the world of marketing campaigns, exploring strategies to reach your target audience effectively.
• Data Reporting: Unlock the power of data by creating insightful reports using the information pulled into InsuredMine. Understand how to extract meaningful insights to inform your decision-making.
• Remember, the key to generating valuable insights and driving success in your agency is the mantra: "Good data in, good reports out." By mastering these aspects of administration, you'll be well-equipped to optimize your agency's operations and achieve your goals efficiently.