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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!

Agenda

8:30 a.m.	Registration
9:00 a.m.	Welcome, Introductions, Chapter Business
9:15 a.m.	Imperial Premium Finance (IPFS) (Breakfast Sponsor) Presented by IPFS – Lee Jones, South Managing Director and Kris Aebischer, VP of Customer Experience
9:30 a.m.	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
12:00 p.m.	Simply Easier Payments Presentation (Lunch Sponsor) Presented by Simply Easier Payments – Steve Jackson, Business Development Manager
12:30 p.m.	Lunch, Networking
1:00 p.m.	AMS360 Proposal Builder Workshop continued
3:30 p.m.	Thank you & Adjourn

What To Bring

Agency Colors
- HEX codes preferred
Agency Logo
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 contact Jenny Petersen.

Content Leader: Jeremy Towers, Customer Consultant, Vertafore

Registration: $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: Wednesday, 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 [email protected].

When

10/13/2023

Where

FFVA Mutual 800 Trafalgar Court First Floor Conference Room Maitland, FL 32751 UNITED STATES

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