Users and Permissions in Automate365 with Richard
July 13, 2022, 11:00 AM Central Time (US and Canada)
- Admins and Users – Difference
- Ability to View Only Assigned Data
- Ability to Customize the Menu for Each User
- Admins and Users – Difference
- Ability to View Only Assigned Data
- Ability to Customize the Menu for Each User
Please fill in the form to register for the Webinar
Topics in July:
1. July 13, 2022, 11:00 AM Central Time (US and Canada) – Users and Permissions in Automate365 with Richard /read more/
2. July 20, 2022, 11:00 AM Central Time (US and Canada) – What Benefits Will Automate365 Bring You with Alex and Iliyana/read more/
3. July 27, 2022, 11:00 AM Central Time (US and Canada) – How To Get New Business With Lead Magnets with Alex and Iliyana/read more/
Richard B. Rosenthal
Richard B. Rosenthal has been a licensed producer for property, casualty, life & health cases since training at RAL Insurance & Financial Service under Roberta Levy in early 1998.
In late 1999, he accepted a position with Sentry Insurance. There he gained experience with manufacturers and machine shops. With this training, he developed a great understanding of the Standard ISO policy form and its coverages.
The year 2000, saw him working with Irmo Insurance Agency, Skokie, IL, as a commercial producer specializing in apartment risks, condominium associations, and artisian contractor risks.
In 2007, Richard joined Service Insurance Agency, Inc. in Arlington Heights, IL as a commercial property and casualty producer. There he specialized in restaurants and tavern risks. In 2011 he left this agency to open his own agency partnered with Roberta Levy.
In September 2019 he started working with NowCerts, providing training on the NowCerts AMS.
During the fall of 2021 in collaboration with NowCerts, he helped launch Automate 365, started using it in his own agency, and developed workflows.