email
support@agencysoftware.com

Online Tutorials

Click one of the following series headings to see the contained tutorial videos:

WORKFLOW SERIES

 The Workflow Series covers the non-accounting features of EasyApps, EZAgent, AgencyPro and AgencyPro SQL

ACCOUNTING SERIES

The Accounting Series Tutorials will take you through the accounting features and workflow of the AgencyPro and AgencyPro SQL programs

AGENCY2GO SERIES

The Agency2Go Series will show you how to use the features of our new online management system.

TECH TALKS

General troubleshooting and technical how-to videos.

The Agency Software YouTube Channel

Subscribe to our YouTube channel to get notifications of new video tutorials!

WEBINARS

Join us to continue your learning path in our Workflow Webinars! These are designed to provide live education on areas of the program that are commonly missed. Sign up using the links below, and come back to see our schedule updates.

• February 19th at 11:15 am - noon (PST) - Certificate Workflow Best Practices

• March 26th at 11:15 am - noon (PST) - Accounting Basics: Begin at the End — Mastering Month End Best Practices

• April 16th at at 11:15 am - noon (PST) - Going Truly Paperless: Smart Document Management & Email Integration

Check back soon for links to these scheduled events:

• April - Certificate Workflow Best Practices (date and time to be announced)

• May 28th at 11:15 am - noon (PST) - Accounting Basics: Best Practices To Stay Audit‑Ready

• June 25th at 11:15 am - noon (PST) - Tools That Protect You: System Strategies for Stronger E&O Defense

• July - Certificate Workflow Best Practices (date and time to be announced)

• July 23rd at 11:15 am - noon (PST) - Accounting Basics: Direct Bill Tracking Made Simple

• August 20th at 11:15 am - noon (PST) - Advanced Cleanup: Strengthening Your System for E&O Reporting

• September 10th at 11:15 am - noon (PST) - Accounting Basics: Agency Bill Workflow — From Policy to Financial Statements

• October - Certificate Workflow Best Practices (date and time to be announced)

• October 22nd at 11:15 am - noon (PST) - Personal Lines Growth Engine: Cross-Sell, Round-Out & Retain Using Your System

• November 19th at 11:15 am - noon (PST) - Advanced Mail Merge for the Holidays and Beyond

• December 17th at 11:15 am - noon (PST) - Year-End System Checkup: Getting Ahead of Year End

Do you have suggestions for additional training subjects? We would love to hear from you!