Display event - AMS360: Game Changers, Accounting & More

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AMS360: Game Changers, Accounting & More

Thursday, October 12, 2023 | 9:00 a.m. - 3:30 p.m. Eastern
The Wyndham Noblesville, 13500 Teglar Dr., Noblesville, IN 46060
Hosted by: Indi NetVU Midwest Users Group

Join us in person for a day full of learning and connecting. Learn "Game Changers" when it comes to utilizing AMS360; then hear about integrated products including BenefitPoint, PL Rating, ImageRight, AgencyZoom, etc. before we go into getting the right data on your reports. Next, choose between a service focused session with Joyce Sigler or an accounting focused session with Janet Tuttle.

Combined Session

Game Changers (merge customers, delete customers, append data, launch, reports, etc)
Integrated Products (BenefitPoint, PL Rating, ImageRight, AgencyZoom, etc)
Getting the right data on your reports

Lunch from 11:45 - 1:00

Service Focused Session - Joyce Sigler

What's New - A look at recent enhancements on the service side
Q&A - Ask Joyce anything you need to know

Accounting Focused Session - Janet Tuttle

Unbilled report (My Agency Reports) commission not read on DB policies
Check approval optional: ACH, Wire, Outsourced
Q&A - Ask Janet anything you need to know

If you have specific questions about the meeting, please contact Libbi Chandler.

Content Leaders:
Joyce Sigler, CISR, CPIW, CPIA, NcAM | ACP, Acquisitions and Technology | SeibertKeck Insurance Partners
Janet Tuttle | Director of Accounting Services | Greenway Insurance & Risk Management Agency Inc.

Registration: $90 per person

Login to register below. Be sure to select the orange Register Myself button below, and follow prompts to check out. Once your registration is complete, you'll receive a NetVU Registration Receipt.

Online Registration Cutoff Date: Tuesday, October 10th, 2023

Cancellation Policy: Cancellation requests received by October 9th will be fully refunded. No refunds will be made within 2 days of the event. Transfers to another individual are permitted at any time with no penalty.

For assistance registering, contact [email protected].

When

10/12/2023

Where

The Wyndham Noblesville 13500 Teglar Dr Noblesville, IN 46060 UNITED STATES

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