AMS360: CSRs + Accounting Working Better Together

AMS360: CSRs + Accounting Working Better Together
Wednesday, April 3, 2019 | 8:30 a.m. - 3:00 p.m. Eastern (8:00 a.m. Registration)
Courtyard by Marriott Portsmouth, 1000 Market Street, Portsmouth, NH 33801

Join NetVU New England on April 3. We are inviting both CSRs and accounting to “the sandbox” to learn how we can work better together. We’ll discuss what’s important for the front and back offices to run efficiently with  Larry Hazen and Lorraine Plezia.

  • Classic Reports vs. My Agency Reports
  • My User Reports and My Scheduled Reports
  • Renewal Reports vs. Renewal List Tool

With Caleen Alexanderson, UX Researcher at Duck Creek Technologies, we'll talk about the nuances CSRs/account managers need to know for smooth carrier transactions. Find out how you can improve the process.
 
Do you know all about the AMS360 updates?
  • 2018 R1: updates and additions, accounting changes, business origin + more
  • 2018 R2: append to activity, security within business unit, merge customer, multiple IVANS accounts

Download the full agenda.

Hotel Accommodations
If you would like to stay at the Courtyard Marriott, you can call Reservations at 603-436-2121 for the best available rate. 

Registration - includes breakfast and lunch
$50 - NetVU New England Chapter Dues Paying Members | $75 - Non-Chapter Members
Online registration has closed, but you can still register directly with the chapter. Contact Peggy Ealahan

Cancellation Policy: Cancellation requests received in writing within 30 days of the event will be fully refunded. Cancellations received within 14 days of the event will be charged a 50% cancellation fee. No refunds will be made within 7 days of the event. Transfers to another individual are permitted at any time with no penalty.

General meeting questions or hotel questions? Contact chapter leaders Laurie Audy and Kristine Karlsson.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community.
When
4/3/2019
Where
Courtyard By Marriott Portsmouth 1000 Market Street Portsmouth, NH 33801 UNITED STATES

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