/Customer Success Office Hours
Customer Success Office Hours 2017-10-20T19:58:56+00:00

Customer Success Office Hours

TechCanaryU is excited to offer weekly office hours to our customers. Office hours* include live instruction from our Customer Success team, complete with a Q&A portion for you to interact with our team. And trust us – we’re GEEKS about showing off TechCanary and how you’ll be most successful, so we’ll definitely be interacting! Office Hours are a great way learn how to use TechCanary to its fullest potential, so what are you waiting for? Let’s Geek!

*See an exciting course but aren’t able to fit it into your schedule to attend? Enroll anyway! While we love to have students live in the classroom for the best engagement and interaction, as long as you’re registered, you’ll be sent a copy of the webinar about an hour after its conclusion. 

Let’s Geek!

Creating a New Quote & Close to a Policy – Personal

Monday, October 23, 2017 | 1pm CST

This session will focus on the following topics with a Question & Answer period at the end:
  • Create a Quote – Auto & Homeowners
    • Generate an ACORD Form
    • Create Carrier Submission(s)
  • Close Win to a Policy
  • Overview of the Quote Flow
Let’s Geek!

Creating a New Quote & Close to a Policy – Commercial

Tuesday, October 24, 2017 | 1pm CST

This session will focus on the following topics with a Question & Answer period at the end:
  • Create a Quote – General Liability & Worker’s Comp
    • Generate an ACORD Form
    • Create Carrier Submission(s)
  • Close Win to a Policy
  • Overview of the Quote Flow
Let’s Geek!

Carrier Downloads

Wednesday, October 25, 2017 | 1pm CST

This session will focus on the following topics with a Question & Answer period at the end:
  • Download Options for TechCanary
    • Auto Download – IVANS
    • Manual Download – Canary Downloader
  • Download Assignments
    • Carrier Product Assignments
    • Account Assignments
    • Policy Assignments
Let’s Geek!

Commissions

Thursday, October 26, 2017 | 1pm CST

This session will focus on the following topics with a Question & Answer period at the end:
  • Carrier Download Commissions
  • Manually Uploading Commissions
  • Commission Transaction Assignments
  • Paying a Producer
Let’s Geek!

Reports & Dashboards

Friday, October 27, 2017 | 1pm CST

This session will focus on the following topics with a Question & Answer period at the end:
  • Review of Packaged Reports
  • Review of Packaged Dashboards
  • How to Customize Reports
  • How to Customize Dashboards
  • Schedule Reports
Let’s Geek!

Letterheads & Email Templates

Monday, October 30, 2017 | 1pm CST

This session will focus on the following topics with a Question & Answer period at the end:
  • Create a Letterhead
  • Create an Email Template
  • Use the Email Template
Let’s Geek!

Workflow Automation

Tuesday, October 31, 2017 | 1pm CST

This session will focus on the following topics with a Question & Answer period at the end:
  • What is a Workflow Rule?
  • Real-World Examples
    • Create a Task
    • Send an Email
    • Update a Field