Tech Connect - Your Phones Are Talking: Turning Calls into Client Intelligence
Wednesday, 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
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Free for PIA Western Alliance Member. $25 Non-Member. You must login for the system to recognize your active membership.
, NE United States
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