AMS360: CSR/Account Manager + Accounting Training

AMS360: CSR/Account Manager + Accounting Training
Friday, September 20, 2019 | 9:00 a.m. - 3:00 p.m. Eastern (8:30 a.m. Registration)
Cambria Suites, 13500 Tegler Drive Noblesville, IN 46060

Join the Indy Midwest NetVU Chapter for our upcoming meeting geared towards CSRs/Account Managers and Accounting.
 
CSR/Account Manager Sessions | Speaker: Joyce Sigler, Jones & Wenner
  • Download - Agency Data vs. Company Data
  • eDocs - Current Capabilities
  • QuickParts - Word - Customer Communications
  • Reports - My Agency Reports / Scheduled Reports

Accounting Sessions | Speaker: Janet Tuttle, TDECU Insurance Agency
  • Invoice Enhancements
  • Sub-Ledgering GL Accounts
  • Producer Expense Tracking Option
  • Financial Statement Changes
  • Copy Direct Bill Entry Statemen
  • Updated Download Customer/Policies Assign “Accounting"
  • Transactions Grid
  • Direct Bill Entry Detail View Improvements

Both tracks include the opportunity to ask any of your system questions! Submit questions early to Joyce and Janet or bring them with you.

*Registration is limited to 100 attendees. There will be door prizes. Sign up today!*

Agenda
8:30 a.m. - Registration
9:00 a.m. - Sessions Begin
11:30 a.m. - Lunch (included with registration)
3:00 p.m. - Meeting Concludes

Hotel Accommodations
Cambria Suites - 317-773-4970
Fairfield Inn & Suites - 317-776-9900
Quality Inn & Suites - 317-770-6772

Registration - $70 per person (includes lunch)
Registration Cutoff Date: Wednesday, September 18, 2019
Cancellation Policy: Full cancellation if notified by Wednesday September 18, 2019.

Need help registering, with your login, locating your registration confirmation, or have a payment question? Contact info@netvu.org.

General meeting questions? Contact chapter leaders Libbi Chandler or Sandy Riggs.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community.
When
9/20/2019
Where
Cambria Suites 13500 Tegler Drive Noblesville, IN 46060 UNITED STATES

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