Web-based Training

Web-based Training

Accomplish effective training with our web-based training for your comprehensive and solution needs. From techniques for customizing your Practice Builder, to step-by-step instructions for getting the most from certain features.

The web-based training will allow you to learn the full power of Practice Builder with more convenience. Work one on one, together on the same computer with our trainers anywhere you have Internet access! Stay updated with new features, the web-based training will jump start on learning how to use the new features.

Technology Enhanced Curriculum

Getting Started with Practice Builder

Data Import, Export and Organization within the Client/Prospect screens

Determining goals while ensuring liability protection through the Checklist, Objectives, Attitudes, and Assumptions

Providing information through Letters, Service Letters, Articles and Global Processing

Staying organized with Agendas, Notes, Practice Management and ToDo

Strengthening your company through Business Development, Business Planning, and Business Records

Managing successful Marketing Campaigns and Seminar tracking and follow-up

Our Practice Builder Support Team uses Go to Meeting. They are able to accomplish effective training without any of the travel hassles or headaches.

You never need to leave your office. You can see everything on your monitor and you're linked with us by the Go To Meeting Center. The requirements are modest:

Internet connection (high speed, broad-band works best) running the latest version of Internet Explorer

Voice phone line in addition to the computer line, preferably with speaker phone

Current Practice Builder Support and Maintenance Agreement

Scheduled reservation for the Practice Builder Web Training

For more information and Pricing Options please call 800.666.1656. You may also email our Sales Associate Charlotte

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