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AMS360: Proposal Builder Workshop
Friday, October 13, 2023
9:00 a.m. - 3:30 p.m. Eastern (registration at 8:30 a.m.)
FFVA Mutual, 800 Trafalgar Court, Maitland, FL 32751 - First Floor Conference Room
Hosted by: Sunshine State NetVU Chapter
Join the Sunshine State Users Group for our upcoming meeting to learn and network with your fellow AMS360 users! Bring your laptops for this hands-on session with our Vertafore experts!
Welcome, Introductions, Chapter Business
Imperial Premium Finance (IPFS) (Breakfast Sponsor)
Presented by IPFS – Lee Jones, South Managing Director and Kris Aebischer, VP of Customer Experience
AMS360 Proposal Builder Workshop
Create and customize Agency Cover Page and an Auto Schedule Page that you can take back to your agency for immediate use.
Presented by – Jeremy Towers, Customer Consultant
Simply Easier Payments Presentation (Lunch Sponsor)
Presented by Simply Easier Payments – Steve Jackson, Business Development Manager
AMS360 Proposal Builder Workshop continued
Thank you & Adjourn
What To Bring
HEX codes preferred
Cover Page Background Image* (if desired)
Background color is also an option
Any additional images for Cover Page
Version of previous proposal (prior to Proposal Builder)
PDF version and word version
*For images, the acceptable file types are PNG, JPG, and JPEG. The suggested dimensions are 8.5in x 11in.
Thank you Vertafore, NetVU’s Founding & Principal Partner, and NetVU Partners, IPFS and Simply Easier Payments for supporting our meeting!
If you have specific questions about the meeting, please co
Jeremy Towers, Customer Consultant, Vertafore
$50 per person
Login to register below. Be sure to select the orange Register Myself button below, and follow prompts to check out. Once your registration is complete, you'll receive a NetVU Registration Receipt.
Online Registration Cutoff Date:
October 11, 2023
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.
For assistance registering, contact
FFVA Mutual 800 Trafalgar Court First Floor Conference Room Maitland, FL 32751 UNITED STATES
Use the edit icon (
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