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AMS360 & Sagitta: Making Download Work For You, Part 2

AMS360 & Sagitta: Making Download Work for You, 3-Part Series

Part Two: Policy Download Workflows
Wednesday May 15, 2024 | 10:30am-11:30am Central | Virtual

Join us for a 3-part webinar series, "AMS360 & Sagitta: Making Download Work for You," designed to empower your agency with practical insights and strategies to optimize your download processes. Each segment offers valuable insights and practical steps to harness the power of AMS360 & Sagitta downloads, enabling your agency to streamline operations and maximize productivity. Don't miss this opportunity to transform your agency's download capabilities!

Every quarter, we offer this 3-Part Series. See the NetVU Education Calendar for the complete schedule.

Part 1: Creating an Agency Download Plan
Come away with the knowledge and tools to build the download plan for your agency. In this class, we'll discuss the tools and information to make download work to your advantage and give you the steps to follow to build a written download plan for your agency regardless of whether you are NEW to download or REVISITING an existing set-up for a check-up.

Part 2: Policy Download Workflows
Come back for Part 2 – where you’ll learn how to include the information found in the download reports in your written plan. Plenty of time is set aside to ask any questions that have come up during your review of download in your agency and the implementation of your agency’s written plan.

Part 3: Maximizing Efficiency with Additional Download Types
Join us for Part 3 – where we’ll discuss rounding out your agency’s download and connectivity with direct bill commission statement, claims, and eDocs & messages downloads.

Look for these 2024 sessions on the NetVU Education Calendar:
Wednesday January 24, 2024 | 10:30am-11:30am CT | Part 1
Wednesday February 21, 2024 | 10:30am-11:30am CT | Part 2
Wednesday March 20, 2024 | 10:30am-11:30am CT | Part 3
Wednesday April 17, 2024 | 10:30am-11:30am CT | Part 1
Wednesday May 15, 2024 | 10:30am-11:30am CT | Part 2
Wednesday June 19, 2024 | 10:30am-11:30am CT | Part 3

Presenter(s):
Joyce Sigler | Vice President, Acquisitions & Technology, Agency Licensing & Compliance | SeibertKeck Insurance Partners
Chelsea Cosby | Content Analyst | Vertafore
Jim Rogers | AVP, Agency Automation | The Hartford

Need help registering? Contact NetVU.
Session questions? Contact Debbie Ivie or Alyssia Dugas.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).

When

5/15/2024

Where

Virtual

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