Get a look at the latest features of FSC Manager including commercial download, new security features for Life, Health and Financial products, new forms, and more! Also learn what features are coming next to improve your bottom line.
Learn firsthand how to gain tremendous efficiency through converting your office to a paperless environment from an agency owner that has done it. This session will not only cover the basics, but will give you detailed steps on how to get started right away. If your agency is already going paperless, you will still benefit from this session by learning how another agency efficiently processes their paper.
Because of the efficiencies created by using Real Time and Download, agency and brokerage professionals find they have more time on their hands. Join Cal Durland from ACORD as she explains how AUGIE and a group of industry volunteers compiled a guide and documentation to shift the agency staff focus from “processing” to a “consultative sales culture”. This presentation will encourage agencies to embrace this initiative and provides details on how to succeed.
Learn how FSC Manager combined with other technologies can help your office become more efficient, allowing for more time to sell insurance. You may have heard of most of these items, we will show you how to put them to use in this interactive session.
Discover how to put the Marketing and Proposal modules of FSC Manager to work for your agency to generate more revenue. Learn how you can use the Marketing area to cross sell to existing clients by using pre-set Marketing campaigns or designing your own. Start creating proposals for new clients to show total coverage offerings or use for existing clients to show potential gaps in coverage and offer additional options.
More and more agencies are moving their systems to an ASP (Application Services Provider) environment to allow access from anywhere anytime. Eliminate hardware and backup processes all while gaining an automatic disaster recovery plan. If you are already on ASP and would like to discuss anything with your provider or if your agency would like to learn more about ASP, this is the session for you!
StoneRiver-FSC is constantly finding ways to help independent agencies gain market share. Learn about the latest product offerings, challenges we face, and what is on the drawing board for the year ahead.
The more things change the more they stay the same. While we have new technologies being introduced almost daily, insurance marketing is still a matter of social networking, reputation, and word-of-mouth. Learn how agents are using the tools of web 2.0 to maximize their marketing efforts.
Learn how agencies, carriers and StoneRiver-FSC are working together to overcome the challenges faced by the independent insurance industry in today’s ever-changing market place.