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!

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

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