End User Training Request

Agency Name:*

Are you going to be the contact person for this request?*

Yes
No

Please tell us who you are and the best email to contact you

First Name*

Last Name*

Email*

Who should we contact?

First Name*

Last Name*

Email*

Expected number of attendees*

Who is expected to join this session?*

First Name	Last Name	Email	Role

If there is a large group, please provided an expected number of attendees and the roles.*

Have you completed the recommended training?*

Yes
No

Recommended Trainings:

Account Management Basics (3 Microlearning Videos)
Account Management and Activity Tracking in AMS - Session #1 (Virtual Lab and/or Interactive Session)
Execute Your Renewal Strategy in AMS - Session #2 (Virtual Lab)
Better Together Quoting and Agency Management – COMING SOON!

Who is your Implementation Consultant or Project Manager?*

Additional Information

What topics would you like to cover in your EUT?*

We recommend taking a poll of users to identify any areas of confusion. Please limit your topic selection to 3-4. Each topic will cover basic functionality with additional consulting such as best practices or customizations. If there is anything specific you would like covered for each topic, please let us know!

Activities: Is there anything specific you would like covered?

Plans: Is there anything specific you would like covered?

Renewals: Is there anything specific you would like covered?

BrokerageBuilder/Code SixFour/CPQ Better Together: Is there anything specific you would like covered?

Reports: Is there anything specific you would like covered?

RFP’s/Proposals: Is there anything specific you would like covered?

Other: Is there anything specific you would like covered?

Anything else you would like us to know?