CAMS Training (3 part series)

Service Description

Over the three sessions, we will start with some basics and progress into more advanced features of the CAMS software. Here is what you have to look forward to. --Get a general overview of CAMS, what its purpose is, and why it’s essential for your business --Learn the common mistakes CAMS users make and how to avoid them --Understand how to read the dashboard --MTD and YTD for personal and team, track where everyone is in your book of business and on your team --Learn how to enter and edit a production log for Life and Annuity applications --How to pull more in-depth reports for yourself and your team --Understand how to access data and policies on state, school district, and school --Policies, Increases, Clients (Active/Inactive); with reports on each --How to personalize and easily send emails to school districts and/or schools --How to use and navigate the search bar --Where to find additional CAMS resources, FAQ, and solutions for any issues that may arise THERE WILL BE TIME FOR SOME Q&A AT THE END OF EACH SESSION