We'll Show You How To Avoid Costly Mistakes & Time Traps

The “CaughtUP” system is an inbox management system that if properly implemented, has never failed to help Account Managers reduce and even eliminate backlog; regain control of their desk/desktop; and provide true client service. The enhanced productivity leads to increased profitability, higher retention, and supports sales efforts more effectively. Plus, this special training will help agencies build profitability by increasing the revenues Account Managers are able to effectively service; and by helping Producers avoid becoming overly involved in servicing of their accounts – and focusing instead on new business production. The potential for E&O claims is significantly reduced. The AM perspective and sanity advantages help to reduce costly turnover as well.

  • Increase Productivity

    Account Managers will learn steps, processes and strategies to help gain control of their work, rather than it controlling them.

  • Stay CaughtUP

    The “CaughtUP” program helps agency Account Managers reduce their backlog and stay caught up with their daily workflow.

  • Increased Profitability

    The enhanced productivity leads to increased profitability, higher retention, and supports sales efforts more effectively.

Course curriculum

  • 01
    CaughtUP
    Show details
    • About You
    • Foundation
    • Meet the Team
    • Knowledge Check - Desk Management / Productivity
    • My Current Backlog
  • 02
    Introduction
    Show details
    • Welcome
    • Learning Objectives #1
    • General Concept
    • Learning Objectives #2
    • What is Backlog?
    • Learning Objectives #3
    • Front End Scanning
    • Chapter FAQ
    • Knowledge Check - Introduction / General Concept / Backlog
  • 03
    Critical Items & Workflow Folders
    Show details
    • Learning Objectives #4
    • Critical Items
    • Learning Objectives #5
    • Stop It
    • Avoiding the Stack
    • Chapter FAQ
    • Knowledge Check - Critical Items / Workflow Folders
  • 04
    Handling Email
    Show details
    • Learning Objectives #6
    • System Set-Up
    • Commercial Lines Desk
    • Handling Email
    • Learning Objectives #7
    • Quick Overview
    • Working the System - Commercial Lines
    • Chapter FAQ
    • Knowledge Check - Email / Overview / System
  • 05
    Getting Started
    Show details
    • Learning Objective #8
    • Getting Started
  • 06
    Hidden Backlog Trap / Implementation
    Show details
    • Learning Objective #9
    • Hidden Backlog Trap
    • Implementation Considerations
    • Chapter FAQ
    • Knowledge Check - Backlog Trap / Implementation
  • 07
    Personal/Commercial Lines
    Show details
    • Learning Objective #10
    • Specific PL & CL Procedures
    • Knowledge Check - Personal / Commercial Lines (ADD QUESTIONS??)
  • 08
    When Someone is Out
    Show details
    • Learning Objective #11
    • When Someone is Out
    • Knowledge Check - When Someone is Out (ADD QUESTIONS)
  • 09
    Isn't It Best?
    Show details
    • Isn't It Best?
    • Course Feedback
  • 10
    FAQ and STOP IT!
    Show details
    • Course FAQ - Frequently Asked Questions
    • Caught UP FAQ . . . Frequently Asked Questions
    • BONUS: STOP IT! 10 Things to Quit Doing To Improve Service
  • 11
    Course Completion
    Show details
    • Final Test
  • 12
    Keeping YOU CaughtUP - Tracking YOUR Success
    Show details
    • Implementation Day - By the Numbers
    • 15 Days - By the Numbers
    • 30 Days - By the Numbers
    • 60 Days - By the Numbers
    • 90 Days - By the Numbers
    • 120 Days - By the Numbers
    • Congratulations - You are CaughtUP!

Pricing