Insurance Agency Automation Associates
Classic finally went away in 2016, at least for online agencies. For In-House agencies, it goes away with version 2016 R1.
I find that many users are not fully utilizing the new views and features. I continue to offer private sessions showing you the best ways to navigate and use NextGen. These sessions are done in your system, so that participants can see their own customers.
I provide a handout that includes screen shots of each feature that we cover. We will also show how they can customize views and grids to match their own needs.
Sessions last 90 minutes and can be scheduled at a mutually convenient time.
ASSEMBLING THE BUILDING BLOCKS TO EFFICIENT WORKFLOWS