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Reports & Analytics Training
December 31, 2025 @ 3:00 PM - 4:00 PM

Learn the new Agent Assistant App! Check the status of your submitted business, upload missing requirements, send thank you emails, check claims status and submit claims on behalf of your customers, and more! Followed by the Sales Performance Dashboard! The Sales Performance Dashboard is your one-stop-shop for most information you need to assess and access details regarding your sales performance and Book of Business! Join us for training and learn how this new technology will change the way you do business. . Elevate your proficiency and learn how to easily navigate Physicians Mutual systems.