Greetings from Fullerton, CA
Wait, Kelly you're from Ohio!?
I'm in Oregon :)
We are managing … the storms have been a little rough
I can imagine! sending positive thoughts your way!!
wait, there's a HUG website?
Just kidding -- it's awesome!!! a great resource!!
If you're just joining us - we would love to see your smiling faces if you have a working camera on your laptop! :-) Hit "start video" button in the bottom left corner. thank you!
I apologize my current desktop has no camera. Working to upgrade this soon.
our office is a Dave Ramsey ELP. We're passionate about teaching them about the coverages Ramsey talks about and their debt free journey.
We are passionate about Earthquake insurance in the NW
IT It is national red head day!
Thanks Erin! Didn't know that actually! #nationalredheadday
How do you know "how much is too much"? when it comes to emails to your customers, etc.? (weekly, monthly, etc)
okay, great that's what I do (about once a week) - HUG yay!! :-) hope you're not all sick of me/HUG!
Can you set it up to be from another email (i.e. your main agency email account)?
Andrea, you can have it send from your agency main account vs your own individual email.
Your batch email settings are separate from your general user email setup.
Harold / Travis - that's pretty close!
Does the batch sort through duplicate email. For example some of our clients have a personal and a commercial. Does it only send it once or exactly duplicate if listed?
it's me -- that person that learned about sorting categories is me!!! :) Once you build your "library" using that to sort is so much easier to find what you are looking for!
WAY TO OWN IT KELLY! :-)
Wow Michael that is amazing! Would love to know more about how you upload the list to google maps.
can you type the instructions here on the chat?
you would be in a browers and it would be Ctrl + Shift + C
Click then on the image you want and it will be highlighted on the left.
can these log entries be added to a specific policy instead of client?
So if we pulled a Customer report would it log main client tab?
Erin, you will be sending any batch emails from a report. If you are sending to all clients and the individual has two client accounts (personal + commercial), then you will be sending two emails. A lot of campaigns are more targeted and perhaps would not go to all clients. Alternately, you could sort your report by email address and then highlight everyone. Then ctl+click to UNselect specific or duplicate email addresses before starting your batch email. Kind of time consuming however.
thanks so much, everyone! Gotta run to another appt. Cheers!
Does anyone have any questions they want to queue up for Michael or Kenny?
What about from AI and click Customer
instead of advanced reports
Thank YOU Michael!
this way I get more content later :-)
Is there a way to pull report and send print letters to the list?
Andrea - yes. You can do it very similar.
Thank you both so much!!!!!
thanks you guys!! great job!!