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Top Agent Workflows for Streamlined Communication
Stay in touch with your agents and staff with automated communications that are timely and directive. Sara will show you how to set up a workflow to remind agents about carrier appointments, to renew their license and E&O, alert them to upcoming policy renewals, and more.

Tip: To help you be successful, we suggest you check out the Getting Started with Automated Workflow webinar first to learn the fundamentals of the Automated Workflow feature.

Feb 23, 2021 01:00 PM in Central Time (US and Canada)

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