AMS360: Data Mining with AMS360 Target List

AMS360: Data Mining with AMS360 Target List
Tuesday, August 6, 2019 | 10:00 a.m. - 12:00 p.m. Eastern | Webinar

Let's dig into our policy data! Join the Michigan NetVU Group and Angela Adams Consulting's Angela Painter, Advisor & Regional Manager, for our upcoming webinar.

Learn how to use Target List for the customer/policy selection process.
  • Which customer options do I choose?
  • What choices do I have to pick from?
  • What if I need to choose only policies with a specific coverage?

Learn how to select the data fields needed.
  • How to use “Merge Field Editor” data sets that will access specific information from your customer/policy data
  • How to create a “report” in a form letter that will export to Excel

This virtual meeting is planned as a suggestion from one of our members. Angela Painter will be guiding us through the detailed setups needed to get at your data through Target List through Merge Field Editor and how to use Form Letters as reports. 

Registration - REGISTER NOW
$15 per connection
 
Cancellation Policy: No refund for cancellation after August 5, 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 Rose Thompke and Amy Pender.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community.
When
8/6/2019
Where
Virtual UNITED STATES

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