AMS360 for CSRs: Latest Features Deep Dive
Sponsored by: Sunshine State NetVU Chapter
Tuesday, December 1, 2020 | 10:30 a.m. – 12:00 p.m. Eastern | Virtual
Please Note: This meeting is FULL. The recording will be posted to the course here within about 24 hours following the session.
Based off the planned agenda below, please share your top concerns or questions that you're hoping will be addressed during our session here.
Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to demonstrate new features in practice and how they’ll benefit you. Increase your understanding of what’s possible in your own firm. This is a 60 minute session with 15-30 minutes reserved for Q&A.
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'll be pausing after each feature for open group dialogue surrounding top concerns and other questions for a round table-style session as much as possible.
• Browser agnostic
• No longer supporting Windows 7 in Dec/Jan
• Production credit
• AMS360 Mobile Updates
• Opt-in/out fields in Customer Setup screens
• Change Prospect to Customer when entering a policy
• Second Limit for Watercraft LOP
• Exclude from download carried over on renew and copy actions
• New Classic Report – Company Where Used Report
• Proposal Builder
• Auto open a record with only one search result
• Enhancements to the Outlook plug-In
• Revenue Recognition Report Enhancements
• Estimated Revenue auto population
• Commercial Blanket updates
Megan Rivera, Vertafore Inside Solution Consultant
Carla Jarombek, NcAM, Vertafore Solutions Consultant
Questions? Contact us at Info@NetVU.org.
Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).
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