Webinar Series 1 :Retention Calculations

 

Target Audience: Accounting, Manager, Administrator and Owner

 

Presenter: Sue Good

 

 

Sue Good is passionate about helping agencies learn to use their management system effectively and efficiently.  With over 30 years in insurance and accounting, Sue’s experience guides agencies to understand and appreciate how data integrity is critical to providing the information needed by staff to service clients effectively, and by agency owners to manage and grow their business.

 

 

 

 

Recorded on January 21st at 2:00pm EST

 

Registration for this classes is $59.00*

_{*Prices listed are ASCnet Member rates}

 

Ever been asked to calculate Retention in your agency, but don’t know where to begin?  What about New Business and Lost Business?  Or the difference in commissions on Retained Accounts?  In this webinar, we’ll see how data from your management system can be used to measure these important statistics using Excel Pivot Tables and a FREE Excel Macro.

 

Class level: Intermediate/ Advanced Excel User

 

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