Upcoming Discovery Sessions

# Topic Outline Session Date Start Time (EDT) Audience Level Cost Per Person Registration Link
1 COM Certificates of Insurance View 5-24-2017 2:00 PM to
3:30 PM
The Target audience for this session is Account Managers, Producers and/or staff that are responsible for issuing Commercial Certificates of Insurance in COM. All Levels $150.00 Register
2 SIG EDI Options, Workflows and eDocs View 6-7-2017 2:00 PM to 3:30 PM The target audience for this session is the person responsible for implementing and maintaining EDI (Electronic Data Interface and eDocs). This session is an in-depth demonstration and discussion of what to consider when implementing EDI and eDocs and the related daily procedures and policy workflows. All Levels $150.00 Register
3 SIG Using Housekeeping Utilities View 6-14-2017 2:00 PM to 3:30 PM The target audience for this session is the manager and/or system administrator responsible for running SIG Housekeeping processes. Housekeeping utilities allows you to manage mass changes to your database. This session is an in-depth demonstration and discussion of how and when to use these utilities. Intermediate

advanced

$150.00 Register
4 SIG Accounting Reports; Book of Buisness, Production, and Budgeting Templates View 6-21-2017 2:00 PM to 3:30 PM The target audience for this session is the manager and/or accounting person who is responsible for creating Management reports. This session demonstrates why and when to use a Book of business, Production and the available Budgeting Templates Intermediate

advanced

$150.00 Register
* If you have any questions regarding these sessions please contact Manon Vincent at: manon.vincent@keal.com

# Topic Outline Session Date Start Time (EDT) Audience Level Cost Per Person Registration Link
1.
* If you have any questions regarding these sessions please contact Manon Vincent at: manon.vincent@keal.com

# Topic Outline Session Date Start Time (EDT) Audience Level Cost Per Person Registration Link
* If you have any questions regarding these sessions please contact Manon Vincent at: manon.vincent@keal.com