AMS360: Renewals, Certificates, Download, Automation

AMS360: Renewals, Certificates, Download, Automation 
Tuesday, March 12, 2019 | 9:00 a.m. - 3:00 p.m. Central (8:30 a.m. Registration)
Boulder Inn & Suites, 4222 South 22nd Avenue East, Newton, IA  50208

Rescheduled from February 12 due to weather

Join the Point 'N Click NetVU Users Group for our upcoming meeting with discussions led by Shana Roggeveen, UICCU Insurance Services.  Topics include:

Renewal List Tool
  • What it is
  • How to run it
  • How it is being used in your agency
Certificates of Liability
  • Efficient ways to do certificates of insurance - new and renewals
Download
  • Policy
  • Claims
  • eDocs and Messages
  • Direct Bill Commissions
  • Navigating IVANS' website

Thank you to our lunch sponsor, Agency Revolution! Brandon Gray will be with us to share the benefits of Agency Revolution's Fuse:
  • Defining your client experience
  • Automating communications

Registration - 
$75 per person
Special rates apply for annual dues paying members of the Point 'N Click NetVU Users Group. Contact Deb Turner with membership questions and member registration.

Registration Cutoff Date: Tuesday March 5, 2019

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 chapter leader Breanna Bucklin.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community.
When
3/12/2019
Where
Boulder Inn and Suites 4222 South 22nd Avenue East Newton, IA 50208 UNITED STATES

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