Keal System Users Group

Session Information

THURSDAY INFO SESSIONS

 

KEAL RATING & KEAL CAP

See what all the excitement is about first hand!  Get a look at the new functionalities of Keal CAP, and the benefits of being once & done with Keal Rating!

 

REMOTE WORK BEST PRACTICES and the AUDIT PROCESS

The 9-to-5 workday has been rapidly disappearing as more employees do some of their job outside the office. This session will discuss remote work best practices along with a recommended audit process for brokerages.

 

PARTNER INTEGRATIONS and WORKFLOWS

Hear from some of our Partner integrations on their solutions and your industry peers on their workflows in this new and exciting information session!

 

FRIDAY EDUCATION SESSIONS

WHAT’S NEW IN SIG with TIPS N TRICKS!

2017 has seen many changes and enhancements in SIG.  Are you using all the new features to their best abilities?  Don’t miss out on your chance to learn & network with your peers & see all that is new in SIG!

WHAT’S NEW IN COM with TIPS N TRICKS!

Have you incorporated the new functionalities of COM to your daily workflows? See what’s new and how to utilize these to improve your day!

WHAT’S NEW IN ACCOUNTING with TIPS N TRICKS!

2016.04, 2017.02 & 2017.03 all have enhancements and new functionalities that can improve your daily tasks. See what’s new, along with some tips n tricks that can help you with your daily processes!

THE DIGITAL EXPERIENCE

This session will discuss digital service options brokers should be aware of, Keal or otherwise, and should be considered as part of the client experience strategy.

STREAMLINING PL WORKFLOWS; UTILIZING eDOCS, AUTOMATIC BILLING  and WORK GROUP SUSPENSE’S – Broker Panel

Listen and participate in this interactive panel discussion with your peers on eDocs, Automatic billing and workflows for Personal Lines.

STREAMLINING CL WORKFLOWS; UTILIZING eDOCS, AUTOMATIC BILLING  and WORK GROUP SUSPENSE’S – Broker Panel

Listen and participate in this interactive panel discussion with your peers on eDocs, Automatic billing and workflows for Commercial Lines.

CULTURE EATS STRATGEY FOR BREAKFAST and TECHNOLOGY FOR LUNCH – THE FRENCH GROUP

Change is easy, it’s only difficult when you resist! In this fast paced, interactive presentation, Brenda will talk in-depth about these issues and how to align both your culture and strategy

   EXCEL HANDS-ON ~ BACK TO BASICS!

In this interactive hands on experience with Excel, let Bruno take you back to the basics! Bruno will start at the beginning of excel and walk you through to an intermediate level showing you formulas and how to merge reports into data that is useful to you.