On-Demand Videos

Step-by-step demonstrations of new features, key workflows and advanced techniques. Perfect for just-in-time learning.

Click on one of the following links to view previously recorded training sessions on-demand.

Go to our Webinars page to view a list of our upcoming live Webinars.

Agency Management

Select a product to view available training videos.

Comparative Rating

Select a product to view available training videos.

Hear From the Experts

Get Your Agency Listed on Search Engines
Date Added: 11/1/2011

Can your insurance agency be found on Internet search engines? For example, go to Google do a search for “car insurance (your city)”. Is your business listed next to the local map? If you are, then GREAT! If you’re not, then we have a webinar for you!

Search engines are a great way to

  • Prove that your agency is the authority in your market
  • Improve visibility
  • Generate leads
  • Get the competitive advantage
  • Display your professionalism and expertise

Kevin Dorgan will be the host of our upcoming webinar "Get Your Agency Listed on Search Engines". In the webinar Kevin will demonstrate how to claim and optimize your business listing on Google, as well as the other major search engines, allowing you to be open for business 24/7.

Intro to 1Lead1Buyer An Exclusive Leads Connection Co-Operative
Date Added: 10/26/2011

In today’s competitive market, with online consumer shopping increasing, are you focusing on "How to get new business from the web?" Are you capitalizing on the consumers shopping for insurance online every day?

In this Free webinar Carl Moulton and Akarin Weatherford of IAIMS Inc. will present a new cooperative way of competing on-line against the big direct writers, all while guaranteeing your leads are

  • 100% exclusive
  • High Quality
  • Immediately delivered
  • Easily integrated, in real-time
  • 24/7 access

The 1Lead1Buyer platform is a "lead connector" and not a "lead vendor". With this system Carl and Akarin will show you how to save time and marketing dollars while allowing you to be open for business 24/7.

Social Media and Why it Matters to Insurance Agencies! Part 2: LinkedIn Basics
Date Added: 10/18/2011

Our guest speaker, Jason Hoeppner, is an agency management and technology consultant to the insurance industry. Jason’s expertise includes a strong background with Information Technology Project Management and Lean Six Sigma principles. Jason is very active with local user groups. He also provides training seminars for agents to better utilize their technology and management systems to improve their bottom line. He is a proponent of social media for agencies and has presented on this topic at several conferences.

In this webinar he will focus on LinkedIn basics:

  • Setting up an account
  • Setting up your profile
  • Connections, how they are different from Facebook and Twitter
  • Introductions
  • Groups
  • Advertising in LinkedIn
  • Q&A

Social Media and Why it Matters to Insurance Agencies! Part 1: General Use of Social Media and Twitter Basics
Date Added: 10/12/2011

Our guest speaker, Jason Hoeppner, is an agency management and technology consultant to the insurance industry. Jason’s expertise includes a strong background with Information Technology Project Management and Lean Six Sigma principles. Jason is very active with local user groups. He also provides training seminars for agents to better utilize their technology and management systems to improve their bottom line. He is a proponent of social media for agencies and has presented on this topic at several conferences.

In this webinar, he will focus on how to determine if social media fits who you are as an insurance agent/agency and will show the parallels between social media and traditional networking practices. He will describe how you can use social media to

  • Communicate
  • Network
  • Build relationships
  • Get those service "WOWs"

In addition he will show some Twitter basics:

  • Setting up your account
  • Setting up your profile
  • Following and being followed
  • Learning from others
  • Sharing valuable content
  • Service opportunities

Understanding and Utilizing Social Media in Your Insurance Agency: Part 2
Date Added: 10/1/2011

Part 2 - How Insurance Agencies are Using Facebook

Facebook is like a fishbowl. What do prospects and clients see when they look into an insurance agency Facebook page?

Our guest speaker, Kevin Dorgan has a diverse insurance background and has worked with hundreds of insurance agencies around the country. As the social media manager for a number of insurance agents, Kevin knows first hand what is working, and what is not, in this growing social media environment.

In this webinar he will provide examples of how insurance agents are using Facebook to

  • Communicate
  • Educate
  • Celebrate
  • Participate

Understanding and Utilizing Social Media in Your Insurance Agency: Part 1
Date Added: 9/21/2011

Part I - Understanding the Basics of Social Media

Got Social Media? It’s hard to miss it. It’s everywhere we turn. How well do you understand it? Do you utilize social media in your insurance agency? Let us help. We will be having a two-part webinar series to assist you in understanding and utilizing social media in your agency.

Our guest speaker, Kevin Dorgan, has a diverse insurance background and has worked with hundreds of insurance agencies around the country. As the social media manager for a number of insurance agents, Kevin knows first hand what is working, and what is not, in this growing social media environment. In this webinar, he will provide an overview of the most popular social media tools:

  • Facebook (primary focus)
  • Twitter
  • LinkedIn
  • YouTube

Topics will include

  • Personal vs. Business pages
  • Protecting your Facebook privacy
  • Setting up and maintaining a Facebook business page