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Your Phones Are Talking: Turning Calls into Client Intelligence

November 18, 2026 12:00 PM - 1:00 PM (EST)

Description

Every day your agency has dozens of client conversations, and most of that information never makes it into your management system. This session shows how call summaries, automatic documentation, and phone data can protect you from E&O exposure and make sure nothing a client tells you ever falls through the cracks.


Matt Slade will be your presenter 

This program is not approved for CE - informational only. 


Time

Class time listed is Eastern Time Zone. Please adjust accordingly if located in Central Time Zone. 

Location

Live Online Webinar

Can be completed in the comfort of your office or home

Pricing

Member Rate - No Charge

Non Member Rate $25

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Contact Information

PIA Southern Alliance
Name: Tammy Holmes
Phone: (770) 921-7368
Email: tammy@piasouth.com
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