AMS360: Commercial Lines Daily Tasks

AMS360: Commercial Lines Daily Tasks
Wednesday, February 19, 2020 | 9:00 a.m. - 4:00 p.m. Eastern

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

Join the Western PA NetVU Chapter for our upcoming meeting. Your fellow product users will be leading our discussions surrounding daily tasks for commercial lines.

Topics include:
  • Creating Submissions / Converting Submissions to Policies
  • Fields That Flow to E-Forms / Non-Integrated Forms
  • Proposal Template—What's Available Now & What’s Coming
  • Certificates of Insurance—Distribution, Text, Renewing Certificates
  • Importing & Exporting Lists (Vehicles, Locations, Cert Holders, Schedules)
  • Renewal List Tool—Why & How to Use It
  • Doc360—Overview & Tips on Managing Your Documents
  • Invoicing—Voiding Invoices, Handling Cancellations on Installments
  • And More…

Just added: A remote presentation on QuickNavs with Nicole Reith, NcAM - Vertafore Field Solution Consultant. We'll talk about how to setup and use QuickNavs and some of the benefits!

Download the Meeting Notice 
(as of 01.20.20)

Registration 

$50 per person (includes lunch and coffee/donuts in the morning & $10 parking reimbursement)
Online Registration Cutoff Date: Tuesday, February 18, 2020 at 5:00 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? Contact info@netvu.org.

Meeting questions? Contact one of our chapter leader volunteers:
Stevi Dell, E R Munro and Company
Jennifer Fierst, TJ&S Insurance Group 
Terry Keller, Wagner Agency
Colleen Mazey, Reschini 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
2/19/2020
Where
Two Gateway Center 4th Floor Conference Room 603 Stanwix Street Pittsburgh, PA 15222 UNITED STATES

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