Upcoming Discovery Sessions

# Topic Outline Start Time (EDT) Audience Level Cost Per Person Registration Link
1 SIG Billling; Multiple Billings, Binder Billing & Billing Corrections View

Wed, Oct 4, 2017 2:00 PM – 3:30 PM EDT

The target audience for this session is the person(s) who are correcting billing errors. This session discusses how to correct common billing errors such as incorrect commission percentage, billing methods, dates, Account Representative and Account Executive, Company, Line of business and other. It also explains how to read the customer accounting screens and how to minimize billing issues through set ups and procedures. All Levels $150.00 Register
2 COM New Submission & Quoting Commercial Workflow View

Wed, Oct 11, 2017 2:00 PM – 3:30 PM EDT 

The target audience for this session is Commercial Lines Customer Service Representative responsible to produce a Quote for a Prospect customer and document the Insurance company quote result. All Levels $150.00 Register
3 SIG What’s new in recent versions  View

Wed, Oct 18, 2017 

Soon All Levels $150.00 Soon
4 SIG Contact Methods, Identify and Categorize your Customers View

Wed, Oct 25, 2017 2:00 PM – 3:30 PM EDT

The target audience for this session are the people who communicate with clients. In this session, we will go over the different communication methods with the clients, show how to identify and categorize your clients, and learn more about the available reports. All Levels $150.00 Register
5 SIG Managing Claims View Wed, Nov 01, 2017 The target audience for this session is the manager and/or staff member responsible for entering, updating, and paying claims and generating Loss Reports. This session is an in-depth demonstration and discussion on the Claims module. Intermediate/

advanced

$150.00 Soon
6 SIG Accounting Tips & Tricks  View Wed, Nov 08, 2017  The target audience for this presentation is the accounting person(s) responsible for your accounting process. This session will demonstrate some tips and tricks with automatic reporting, managing foreign currency, and journal entry shortcuts. All Levels $150.00 Soon
7 COM Endorsement, Policy Extension, and Billing method & Company changes View

Wed, Nov 15, 2017 2:00 PM – 3:30 PM EST

The target audience for this session is the person responsible for processing endorsements, policy extensions and changes to Billing method and Insurance Companies in COM. All Levels $150.00 Register
* If you have any questions regarding these sessions please contact Manon Vincent at: manon.vincent@keal.com

# Topic Outline Session Date Audience Level Cost Per Person Registration Link
* 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