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End of Day Procedures
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Manage episode 200066866 series 2112118
Content provided by Inside the Agency and Agency Matrix. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside the Agency and Agency Matrix or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The end of day procedures can seem very hectic when your office has taken a lot of transactions for the day that include cash, checks, money orders, and credit cards. Trying to reconcile it all can seem like a huge task, but when you use all the tools in Agency Matrix, closing out the day can be a lot simpler than you think. In this Inside The Agency webinar, we are going to talk about just that, using the right tools in Agency Matrix insurance agency software to make your job a whole lot easier.
…
continue reading
12 episodes
MP3•Episode home
Manage episode 200066866 series 2112118
Content provided by Inside the Agency and Agency Matrix. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside the Agency and Agency Matrix or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The end of day procedures can seem very hectic when your office has taken a lot of transactions for the day that include cash, checks, money orders, and credit cards. Trying to reconcile it all can seem like a huge task, but when you use all the tools in Agency Matrix, closing out the day can be a lot simpler than you think. In this Inside The Agency webinar, we are going to talk about just that, using the right tools in Agency Matrix insurance agency software to make your job a whole lot easier.
…
continue reading
12 episodes
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