Sagitta: Client Portal, Contact Redesign, 19R1 & Beyond

Sagitta: Client Portal, Contact Redesign, 19R1 & Beyond
Thursday, November 14, 2019 | 8:30 a.m. - 4:00 p.m. Pacific

SullivanCurtisMonroe Insurance
1920 Main Street, Suite 600, Irvine, CA 92614

Book your flights now or drive-in and spend a day with the Pacific West Sagitta Users Group for our annual meeting in Irvine, CA located close to John Wayne Airport (SNA).

We’ll kick off with a continental breakfast then launch into learning with your fellow Sagitta users and Vertafore. Hot topics include:
  • 2019 Sagitta New Release & 2020 Sagitta roadmap, Contact Redesign, Client Portal | Bruce Westman, Vertafore
  •  Electronic Payment integration with ePayPolicy | Ruben Arce, ePayPolicy
  •  eCerts Certificate of Insurance Management System | Mike Gustaveson, Insurance Visions
  •  Outlook Management Tips from Sherri’s Corner | Sherri Monteith, Parker Smith & Feek
  • Q&A with Vertafore | Bruce Westman, Vertafore

If there is anything you’d like to see added to the agenda, let us know!

Hotel Recommendations
Wyndham Irvine-Orange County Airport
Embassy Suites by Hilton Irvine Orange County Airport
Hyatt House Irvine/John Wayne Airport

Parking
Parking is provided,  and we’ll include vouchers to cover the parking expense.

Additional Information
Please let us know if you have any food allergies or have any food preferences (vegan, gluten free, etc.).

Registration - includes continental breakfast & lunch
$100 for first person from agency | $75 for each additional person from same agency*

Registration Cutoff Date: Tuesday, November 12, 2019

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.

*Need registration assistance including help registering multiples from your firm? Contact info@netvu.org.

General meeting questions? Contact chapter leader Sherri Monteith.

Want to connect with users who have similar interests? Join the conversations on The NetVU Community (NCOM). 
When
11/14/2019
Where
SullivanCurtisMonroe Insurance 1920 Main Street, Suite 600 Irvine, CA 92614 UNITED STATES

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Upcoming Education

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