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2 Racing Snail Agency Tools 101 Agency Tools Set-Up Agency Tools Set-Up Staff ROI Staff ROI Travel Report Travel Report Marketing ROI Marketing ROI Premium Builder Premium Builder
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Copyright 2011 Racing Snail, Inc. All Rights Reserved4 Racing Snail 101 Cardinal Rules
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Copyright 2011 Racing Snail, Inc. All Rights Reserved8 Agency Tools Auto Set-Up
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Copyright 2011 Racing Snail, Inc. All Rights Reserved12 Agency Tools Loans Set-Up
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Copyright 2011 Racing Snail, Inc. All Rights Reserved20 Agency Tools Travel Report
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Copyright 2011 Racing Snail, Inc. All Rights Reserved24 Agency Tools Marketing ROI
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Copyright 2011 Racing Snail, Inc. All Rights Reserved28 Agency Tools Premium Builder
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Copyright 2011 Racing Snail, Inc. All Rights Reserved30 Please, please, please don’t ever do this…and a couple other things Excel and multiple users – saving copies Excel and multiple users – saving copies Moving data Moving data Copying and Pasting/Dragging Copying and Pasting/Dragging Rearranging Staff Entries Rearranging Staff Entries Changing custom entries mid-year Changing custom entries mid-year Recovering a corrupt file Recovering a corrupt file What’s a FixIt File? What’s a FixIt File?
Copyright 2011 Racing Snail, Inc. All Rights Reserved31 Contact Information General Information and Downloads General Information and Downloads – Product Presentations & Tech Support Product Presentations & Tech Support –Jerome Carlile Accounting & Billing Accounting & Billing –Vickie Preus