Season's Greetings! With the holiday season in full swing, we wanted to take a moment to send warm wishes of gratitude and an abundance of holiday cheer to you and your family.
Welcome to the Breakfast Brew! This is your monthly recap of all offerings in education from ASNOA University. The Breakfast Brew brings you all the best tips and tricks from AU, links to register for workshops, webinars, carrier updates, and more!
Live With Laura: Wrapping Up The Year
December 12, 2023, 2:00 PM CST
It's a wrap! Prepare for a fresh start to 2024, and put away your end of the year woes; tackle reporting with the experts! Stocking-stuffers abound with our Ask The Dream Team Anything segment!
Soak in valuable knowledge, tips, and tricks. You won't want to miss this month's training.
End of Year Reporting
Cleanup your Home screen Activities
Pay off your holiday debt by adding your policies into Epic
Bring your questions!
Who should attend: CSR's, Producer, Agency owners looking to clan up Epic.
What's in it for you: Starting the new year with Epic clean which makes your reports sparkle!
Attention: State Auto to Safeco Updated Policy Workflow
We are excited to introduce a streamlined and enhanced process for transitioning from State Auto to Safeco policies. To familiarize yourself with the updated process, click on the link provided below. This video will guide you through the revised steps and ensure a smooth transition to the new system.
Watch for emails from Safeco to join a live webinar ( December 5-15) on helping educate on the Book Roll Transfer Portal and process changes. It will also be on the Safeco portal. Watch for your state registration.
Still have questions? Join the Epic Weekly Help Session below:
The Holidays are here and you may want to send something to your client to express your appreciation! Check out the link below for instructions on setting up and running the Holiday List Report!
Hey Guys! Laura wrote a blog exploring the art of cleaning up your agency. A clean and organized work environment can have a huge impact on your agency's productivity and success. With a few simple tips and tricks, you can transform your office from chaotic to spotless in no time. Whether you're a neat freak or someone who wants to bring order to the chaos, this blog is for you. Let's discover how a clean agency leads to a more successful business.
Looking to fulfill your extra C.E. hours before the year ends? Look no further than The Institutes' LMS Learning Path, where you can discover the benefits of being an ASNOA Affiliate.
We want to Reward you with a little brew for reading and engaging with the information we have procured for you. We love to to help your agency succeed!
Click below to enter yourself into a monthly drawing for coffee, on us! We will announce the monthly winner on Live with Laura.
Last Months Brew Bucks winner is
Jennifer Rogers from Southshore Ins.!
Thank you so much for taking the time to read The Brew!
Every month, we will feature a new "Secret Word" for you to bring into the Live with Laura session. Laura will ask for the secret word during her training and if you are there to respond, you'll be entered to win Swag!
Click below to find out where Laura went Next! The Secret word is waiting for you!
November's winner are: Tara Hunt and Laurie Lowenheim!!
Thanks for reading the Breakfast Brew and joining LIVE WITH LAURA!
Perks
Stay in The Know Via Facebook
Connect with fellow local ASNOA agents in ASNOA's private and exclusive Facebook groups. Post your questions, get reminders for webinars and events, and connect with like-minded people from all across the country! In addition to our National Group, select regions now have private groups.
ASNOA has teamed up with multiple companies to make sure you have access to everything you need to succeed. Take advantage of these partnerships and view the incredible discounts available.
Part of the ASNOA Advantage is that we are here to help you pivot through this challenging marketplace. ASNOA is working with the best teams to provide you additional training and education to help increase your revenue. Through learning more about commercial lines, life insurance, medical supplements and more, we are here to help you through this.
Stay ahead of the changes and learn about pivoting to writing other lines of insurance. Watch for additional emails for upcoming workshops and webinars
Thank You to our 2023 Sponsors!
STAY UP TO DATE ON ASNOA NEWS AND JOIN OUR SOCIALS!
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