AMS360: Service Team Tips & Tricks, Renewal Management

Friday, February 24, 2023
9:00 am - 3:00 pm Eastern (registration at 8:30am)

FFVA Mutual, 800 Trafalgar Court, Maitland, FL 32751 - First Floor Conference Room
Hosted by: Sunshine State NetVU Chapter

Audience/Role: CSRs, Account Managers

Service team, this is for you! Join the Sunshine State NetVU Chapter and Vertafore to hear how to utilize your data, time-saving workflows, and how to let your data work for you! Learn how to use your data to populate to the accord application and renewal management. Register soon! Space is limited to the first 40 registrants. There will be TWO door prizes sponsored by The Hartford, a NetVU Gold Partner.

8:30 - 9:00   Registration 
9:00 - 9:15   Breakfast sponsored by FIRST Insurance Funding 
9:15– 11:45   Vertafore review of My Agency Home and QuickNavs and InsurLink 
11:45 - 1:15   Lunch sponsored by ePayPolicy 
1:15 – 2:45   Vertafore review of Activity Groups vs Append, activity navigation, DOC360 optimization, Rewrite Transaction Process, Classic Reports vs My Agency Reports, Q&A (time permitting.) 
2:45 – 3:00   Closing remarks 

If you have specific questions about the meeting, please contact Michelle Liwosz.

Registration: $50 per person (includes breakfast sponsored by FIRST Insurance Funding and lunch sponsored by ePayPolicy, a NetVU Platinum Partner).

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: Friday, February 17, 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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