# Event Details - **Event Name**: CRM QuickStart: 1 Day Insurance Training in Calgary - **Event Start and End Date**: Tue, 06 Jan, 2026 at 09:00 am – Thu, 04 Jun, 2026 at 05:00 pm (-07:00) - **Event Description**: Workflow-focused session that boosts CRM confidence, from navigation and pipelines to reminders, updates and basic reporting.About this EventGroup Discounts:Save 10% when registering 3 or more participantsSave 15% when registering 10 or more participantsFor more information on venue address, reach out to "eventbrite@catils.com"About the course:Duration: 1 Full Day (8 Hours)Delivery Mode: Classroom (In-Person)Language: EnglishCredits: 8 PDUs / Training HoursCertification: Course Completion CertificateRefreshments: Lunch, Snacks and beverages will be provided during the sessionCourse Overview:This one-day program helps insurance operations and sales teams use CRM tools effectively for customer management, tracking, and workflow efficiency. The course covers CRM navigation, customer data entry, pipeline management, tracking touchpoints, and generating simple reports. You learn how to use CRM systems to improve client relationships, increase productivity, and streamline insurance operations. By the end of the session, you gain confidence in using CRM as a daily tool to manage customer interactions smoothly and professionally.Learning objectives:By the end of the course, you will:Learn how to navigate CRM tools confidently and efficiently.Manage customer information, interactions, and follow-ups professionally.Track leads, pipelines, and sales opportunities with clarity.Use CRM reminders, tasks, and logs to improve daily workflow.Generate simple reports that support decision-making and performance tracking.Target audience:Insurance operations teams and sales teams responsible for customer management, tracking, follow-ups, sales pipelines, and reporting.Why is it right fit for you?This course is ideal for insurance staff who want to use CRM tools more effectively and confidently. It provides hands-on practice to help you navigate CRM features, manage customer records correctly, and track sales opportunities with ease. The session simplifies CRM functions into practical steps that support your daily tasks and improve your productivity. You learn how to use CRM as a central tool for communication, tracking, and customer service excellence. With guided demonstrations and real scenarios, the course strengthens your ability to leverage CRM for stronger performance.©2025 Catils. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.Looking to train your full operations or sales team?We offer customised in-house CRM training tailored to your workflow, CRM software, and business needs. Whether your team requires deeper reporting skills, stronger pipeline management, or better data consistency, we adapt the content accordingly. In-house delivery ensures relevance, uniformity, and improved CRM adoption across the team.📧 Contact us today to schedule a customized in-house, face-to-face session: https://cdn-az.allevents.in/events3/banners/8f3a83d0-d6a5-11f0-9b22-c5969cdb3f26-rimg-w983-h740-dc1a1414-gmir.jpg https://cdn-az.allevents.in/events10/banners/8f70af00-d6a5-11f0-9b22-c5969cdb3f26-rimg-w987-h740-dcbca890-gmir.jpg https://cdn-az.allevents.in/events3/banners/8faea260-d6a5-11f0-a871-a7cabfa47992-rimg-w1200-h678-dcffffff-gmir.jpg https://cdn-az.allevents.in/events4/banners/8fe039b0-d6a5-11f0-9870-c97cdd2519ed-rimg-w1200-h524-dcffffff-gmir.jpg https://cdn-az.allevents.in/events4/banners/901616c0-d6a5-11f0-a871-a7cabfa47992-rimg-w1200-h436-dcffffff-gmir.jpg AgendaModule 1: Introduction to CRM in InsuranceInfo: • What CRM is and why it matters • Role of CRM in operations and sales • How CRM improves customer management • ActivityModule 2: CRM Dashboard & Navigation BasicsInfo: • Understanding CRM layout and functions • Accessing customer records and tasks • Navigating key modules confidently • ActivityModule 3: Customer Data Entry & ManagementInfo: • Adding and updating customer profiles • Recording interactions and notes • Maintaining data accuracy and integrity • ActivityModule 4: Lead & Pipeline ManagementInfo: • Understanding pipeline stages • Moving leads through the funnel • Tracking progress and follow-ups • Case StudyModule 5: Task, Follow-Up & Reminder ToolsInfo: • Setting reminders and tasks • Managing daily workflow within CRM • Tracking commitments and deadlines • ActivityModule 6: Communication TrackingInfo: • Logging calls, emails, and meetings • Ensuring complete customer histories • Using CRM timelines effectively • ActivityModule 7: Using CRM for Sales OpportunitiesInfo: • Identifying sales opportunities • Monitoring policy renewals and upgrades • Managing cross-sell and upsell chances • ActivityModule 8: Simple CRM Reporting & AnalyticsInfo: • Generating basic reports • Understanding activity dashboards • Using insights for performance improvement • ActivityModule 9: CRM Best Practices for Insurance TeamsInfo: • Ensuring consistency and accuracy • Avoiding common CRM mistakes • Integrating CRM use into daily workflows • Activity - **Event URL**: https://allevents.in/calgary/crm-quickstart-1-day-insurance-training-in-calgary/100001976824821255 - **Event Categories**: workshops, meetups - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket Price Range**: min: 540.53, max: 704.06, currency: CAD ## Event venue details - **city**: Calgary - **state**: AB - **country**: Canada - **location**: McDougall Court Northeast - **lat**: 51.0484902 - **long**: -114.0756475 - **full address**: McDougall Court Northeast, 639 5 Ave SW, Suite 2500 Calgary, AB T2P 0M9 Canada, Calgary, Canada ## Event gallery - **Alt text**: CRM QuickStart: 1 Day Insurance Training in Calgary - **Image URL**: https://cdn-az.allevents.in/events3/banners/084415a6e15edf0b003a85e537a24790ee332f0c0c002f97106876f04a3704f9-rimg-w1200-h903-dc8da9c1-gmir.jpg?v=1765466723 ## FAQs - **Q**: When and where is CRM QuickStart: 1 Day Insurance Training in Calgary being held? - **A:** CRM QuickStart: 1 Day Insurance Training in Calgary takes place on Tue, 06 Jan, 2026 at 09:00 am to Thu, 04 Jun, 2026 at 05:00 pm at McDougall Court Northeast, 639 5 Ave SW, Suite 2500 Calgary, AB T2P 0M9 Canada, Calgary, Canada. - **Q**: How much do tickets cost for CRM QuickStart: 1 Day Insurance Training in Calgary? - **A:** Ticket prices for CRM QuickStart: 1 Day Insurance Training in Calgary range from CAD 541 to CAD 704 depending on the ticket type. Here's a full breakdown of available ticket types:Ticket TypePriceAvailabilityGroup Registration FeeCAD 541 + CAD 20 feeAvailableEarly Bird FeeCAD 601 + CAD 22 feeAvailableStandard FeeCAD 704 + CAD 25 feeAvailable - **Q**: Who is organizing CRM QuickStart: 1 Day Insurance Training in Calgary? - **A:** CRM QuickStart: 1 Day Insurance Training in Calgary is organized by Catils_inc. - **Q**: Who is this event for? Is it right for me? - **A:** CRM QuickStart: 1 Day Insurance Training in Calgary is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Calgary, this event is thoughtfully curated to deliver a standout experience worth every moment. 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