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Fax@vantage: The Ultimate Desktop Tools for Vision

Target Audience: CSR

Member Rate: $59 
Non-Member Rate: $109

Presenter: Harmony Thorsen


Harmony Thorsen is an Assistant Vice President at Stephens Insurance, LLC where she currently handles corporate training specializing in Vision, creating and implementing workflows, claims and various other projects within the agency.  She has worked in many roles within insurance agencies, including Commercial Lines marketing and servicing, Personal Lines, Claims and some accounting experience.  She has over a decade of experience at the agency level.


    


[On Demand] Fax@vantage: The Ultimate Desktop Tools for Vision
October 27, 2011 | 1:00pm CST

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Discover the basic client functionality of fax@vantage and the integration with Vision through typical agency workflows.  We will examine how to create fax jobs, attaching the faxes to the entity and creating activities.

  • Identify what fax@vantage can do and how to integrate it into Vison.
  • Review fax@vantage workflows and how to apply them.

 

Class level: Basic
Platform: Vision

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