AMS360: InsurLink and Tips & Tricks

AMS360: InsurLink and Tips & Tricks
Sponsored by: Red River NetVU Chapter
Wednesday, December 9, 2020 | 1:30 p.m. – 3:00 p.m. Central | Virtual



Join your fellow AMS360 users and our Red River NetVU Chapter to learn more about InsurLink (formerly Client Portal) and pick up a few AMS360 tips and tricks to help you become more efficient with the tools you are already using.  We’ll spend the first half of the call on InsurLink with Lipscomb & Associates’ Vice President of Operations, Shyla Lankford, then move into our tips and tricks discussion with Cyndi Kirk, K & S Insurance Agency’s Account Manager and Training & Innovation Specialist.  Cyndi will share favorites from her “Tipsy Tuesdays” – helpful hints and other advice for AMS360 shared weekly with her team.

Agenda for InsurLink Part of our Call:
1. Getting Started – Admin/Agency Setup
2. Agency User – Start to Finish
    a. Client Users
    b. Agency Contacts
    c. Document Managements
    d. Client Contacts
    e. Document Management
    f. Template & Content
3. User’s Experience – What do they see

Attendees will join with the ability to unmute to share with the group and participate in group chat. We encourage you to turn on your webcam. We’re encouraging an open group dialogue for a round table-style session as much as possible.

Content Leaders:
Shyla Lankford, NcAM, CRIS | Vice President of Operations, Lipscomb & Associates
Cyndi Kirk | Account Manager and Training & Innovation Specialist, K & S Insurance Agency

For assistance logging in or registering, contact info@netvu.org

Meeting questions? Contact Chapter Chair, Shauna Brinkman, ACSR.

When
12/9/2020
Where
Virtual UNITED STATES

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