AMS360: Underutilized Features, What's New, Client Portal

AMS360: Underutilized Features, What's New, Client Portal
Thursday, October 10, 2019 | 9:00 a.m. - 4:00 p.m. Eastern

Updated address:
Two Gateway Center
4th Floor Conference Room 
603 Stanwix Street
Pittsburgh, PA 15222

Join the Western PA NetVU Users Group for our upcoming meeting. We are thrilled to get together and learn with our fellow product users and hear from Vertafore experts!
 
Agenda
9:00 a.m. – Registration/Check-in

9:30 a.m. – Top “Tips and Tricks” within AMS360 that can help increase efficiency and streamline your workflow so you can spend more time serving your customers. 
Presented by: Brett Chenail, VP – Solution Consulting at Vertafore

10:45 a.m. – Back to Basics: Have you heard of these features? Let us share some “underutilized” features that are extremely helpful for any agency.
Presented by: Barbara Wold, Product Manager at Vertafore

LUNCH – Hosted by Vertafore

2:00 p.m. – What’s New and What’s Next with AMS360
Hear about what’s new with AMS360, including a show and tell from Vertafore’s own product experts.
Presented by: Barbara Wold, Product Manager at Vertafore

3:00 p.m. – Client Portal
Not yet an expert on Vertafore’s Client Portal? Come to this session to learn some tips and tricks on how to maximize the value of Client Portal for your agency.
Presented by: Brett Chenail, VP – Solution Consulting at Vertafore

4:00 p.m. – Meeting Concludes

Registration
$75 per person - includes lunch hosted by Vertafore!

Online Registration Cutoff Date: Wednesday, October 9, 2019 at 4:00 p.m. Eastern

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.

Need help registering, with your login, locating your registration confirmation, or have a payment question? Contact info@netvu.org.

General meeting questions? Contact one of our chapter volunteers:
Stevi Dell, E R Munro and Company
Jennifer Fierst, TJ&S Insurance Group 
Terry Keller, Wagner Agency
Megan McGroarty, McGroarty & Bradburn Insurance 
Joann Sciulli, Cusumano Insurance Agency 
Nadine Weilersbacher, E R Munro and Company


Want to connect with users who have similar interests? Join the conversations on The NetVU Community (NCOM).
When
10/10/2019
Where
Two Gateway Center 4th Floor Conference Room 603 Stanwix Street Pittsburgh, PA 15222 UNITED STATES

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