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!*

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

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.
Cambria Suites 13500 Tegler Drive Noblesville, IN 46060 UNITED STATES

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Upcoming Education

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