Your Phones Are Talking: Turning Calls into Client Intelligence
Wednesday, 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.
Pricing
Member Rate - No Charge
Non Member Rate $25
Live Online Webinar
Can be completed in the comfort of your office or home
Wednesday, November 18, 2026 (12:00 PM - 1:00 PM)
(EST)
Class time listed is Eastern Time Zone. Please adjust accordingly if located in Central Time Zone.
Categories
CE
CE
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