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Tech Connect - Your Phones Are Talking: Turning Calls into Client Intelligence

November 18, 2026 9:00 AM - 10:00 AM (PST)

Description

Welcome to the New Tech Connect courses: Your Phones Are Talking: Turning Calls into Client Intelligence

Every day your agency has dozens of client conversations, and most of that information never makes it into your management system. This session shows how call summaries, automatic documentation, and phone data can protect you from E&O exposure and make sure nothing a client tells you ever falls through the cracks.

Instructor: Matt Slade



Webinar Cancellation policy: notices may be received in writing up to 7 days prior to the scheduled webinar and are transferrable to 1 future webinar only. No shows from attendance reports on the day of the webinar will not be refunded and if the no show had a balance due, they will be invoiced accordingly. Sorry - No exceptions.

Note this new course is 1 hour long

Time

All webinars are presented Pacific Time. It is the responsibility of the participant they adjust for the time zone they are in.

Pricing

Free for PIA Western Alliance Member. $25 Non-Member.  You must login for the system to recognize your active membership.


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Contact Information

Name: Kim Legato
Phone: (360) 571-7100
Email: kimlegato@piawest.com

If you are an active member of the PIA, please log into your profile to receive discounted member pricing. If you are unsure of your credentials, please contact us here. Thank you.

Once registered, please be sure to make our default email address piawest@piawest.com a safe to receive email from your servers. This is the email address used to send connection information the day before and a reminder the morning of the webinar.

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