We'll Show You How To Avoid Costly Mistakes & Time Traps

The “CaughtUP” system is an inbox management system that if properly implemented, has never failed to help Account Managers reduce and even eliminate backlog; regain control of their desk/desktop; and provide true client service. The enhanced productivity leads to increased profitability, higher retention, and supports sales efforts more effectively. Plus, this special training will help agencies build profitability by increasing the revenues Account Managers are able to effectively service; and by helping Producers avoid becoming overly involved in servicing of their accounts – and focusing instead on new business production. The potential for E&O claims is significantly reduced. The AM perspective and sanity advantages help to reduce costly turnover as well.

  • Increase Productivity

    Account Managers will learn steps, processes and strategies to help gain control of their work, rather than it controlling them.

  • Stay CaughtUP

    The “CaughtUP” program helps agency Account Managers reduce their backlog and stay caught up with their daily workflow.

  • Increased Profitability

    The enhanced productivity leads to increased profitability, higher retention, and supports sales efforts more effectively.

Course curriculum

  • 01
    CaughtUP
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    • About You
    • Foundation
    • Meet the Team
    • Knowledge Check - Desk Management / Productivity
    • My Current Backlog
  • 02
    Introduction
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  • 03
    Critical Items & Workflow Folders
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  • 04
    Handling Email
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  • 05
    Getting Started
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  • 06
    Hidden Backlog Trap / Implementation
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  • 07
    Personal/Commercial Lines
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  • 08
    When Someone is Out
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  • 09
    Isn't It Best?
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  • 10
    FAQ and STOP IT!
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  • 11
    Course Completion
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  • 12
    Keeping YOU CaughtUP - Tracking YOUR Success
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