Account Manager Certification Program – AMS360  

 

YouTube Video Overview of Certification Program 

 

NetVU recently launched the highly anticipated AMS360 Certification Program.  Account Managers using AMS360 will not want to miss out on this training and the prestigious distinction of this certification.  

 

Certified Account Managers will become experts in their field, including the latest technology of version 6.0.  You will also be able to use AMS360 to its full potential and teach others to do the same.  Following the certification, we expect a 20% greater utilization of your agency management system investment which isn’t being used today – this will save you time and money. The certification is designed for Account Managers/CSRs who have been on AMS360 for a minimum of two years.

 

Certified Account Managers will be recognized at the NetVU Conference, be part of a private community available to certified members, and will be given special consideration when contacting Vertafore Support.   

 

Two simple steps to receive NetVU Account Manager Certification-AMS360:

 

Step 1 – Webinars 


 

Successfully complete six of nine pre-requisite webinars and pass short tests on the webinars (listed below.)  You may participate in the webinars without seeking the certification.

 

Each webinar is $15.00

Each test is $10.00

Register or Complete Test Now 


 

NetVU Account Manager Certification AMS360 Program Overview - Webinars 

 

V6.0 Overview – webinar 

  • Accessing Centers
  • Navigation Bar
  • View Pane
  • View Options
  • Footer and Access to Help

System Admin Overview - webinar 

  • Line of Business/Coverage Setups
  • User Setups
  • Automation Setups
  • Security Group Setups

Servicing Your Customers – webinar 

  • Centers/Views
  • Policy Data Entry
  • Line of Business Details
  • Power Grids
  • Application Preview

Submissions – webinar 

  • Groups
  • Templates
  • Carrier response/communication
  • Tracking and reporting
  • Policy creation
 		 Doc360 – webinar 
  • Using Doc360
  • My Documents
  • Hot Spot
  • Finding Documents

Certificates & EPI Overview – webinar 

  • Customer Holders
  • Initial Export of Certificate Holders using Holder Report
  • Import/Export Certificate Holders
  • eForms Attachment
  • Certificate Distribution

Renewal Management – webinar 

  • Renewal Management Tool
  • Renew List or Expiring Policy Views
  • Renewal Management Process

Where is my Money? – webinar 

  • Managing premiums
  • "cost" and "billed" screens
  • Demystify premiums
  • Managing finances

Form Letters – webinar 

  • Accessing your Data
  • Creating Merge Field Lists
  • Create & Edit Documents
 

 

 

 

 

Part 2– Immersion Course 

 

Participate in the onsite immersion session. This is an exclusive certification, only 20 seats available per session.  The immersion instructors will assume you are knowledgeable on all of the information in all nine areas the webinars cover.  Immediately following the three day immersion you must successfully pass the test.  The next class will be in the fall of 2012.   

  

Immersion Logistics: 

 

Computer - Please bring a laptop for testing and hands-on experience.

Dress – Business Casual, we will take a group photo on Wednesday and recommend Business dress (suit).

Airport – Dallas/Fort Worth (DFW) or Dallas Love Field