Would you like to be able to automate a reminder to follow-up with a customer? Send a welcome email with a link to Client Center for new business? Deliver a text message wishing your client a happy birthday? Or create a task to investigate a policy cancellation?

During this Smart Choice exclusive one-hour workshop, you’ll learn how to save time by establishing and automating standard operating procedures for your agency!

This includes:
- Setting up automated events that are initiated via a trigger
- Utilizing Agency Workspace to keep track of notes and tasks
- Communicating with text messaging and email campaign features
- Sharing links for access to the Client Center
- Generating folders and documents