AMS360: Best Practices from Customer Profile to Download

AMS360: Best Practices from Customer Profile to Download
Tuesday, November 19, 2019 | 8:30 a.m. - 3:00 p.m. Central
Radisson Hotel & Conference Center, 1220 1st Avenue, Coralville, IA 52241

Join the Iowa Point 'N Click NetVU Chapter for our upcoming meeting to learn and network with your fellow Vertafore product users.

Angela Adams Consulting's Margaret Stahl will be joining us to discuss:
  • Customer Setup: Best Practices from New Customer to Download
  • Reports: My Agency Reports - Deeper Dive into Retention Report, New Business, Book of Business
  • Review Clean-Up Items: Vendors and Additional Interests
  • Policies & Procedures: "Must Haves" for Every Agency

Thank you to NetVU Silver Corporate Partner Indio for sponsoring breakfast!

Agenda

8:30 a.m. - Registration
9:00 a.m. - Business Meeting
9:20 a.m. - Indio Presentation
9:40 a.m. - Customer Setup
10:45 a.m. - Reports
12:00 p.m. - Lunch
1:00 p.m. - Clean-Up Items
2:15 p.m. - Policies & Procedures
3:00 p.m. - Meeting Concludes

Registration (includes continental breakfast and lunch)
$75 per person - Non-Chapter Member Agency
$35 per person* - Chapter Member Agency (Annual member dues: $200/agency)
*Chapter members should contact Deb Turner to register.

Registration Cutoff Date: November 6, 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 Shana Roggeveen

Want to connect with users who have similar interests? Join the conversations on The NetVU Community (NCOM). Click here to get to the Point 'N Click Iowa NetVU Users Group.
When
11/19/2019
Where
Radisson Hotel & Conference Center 1220 1st Avenue Coralville, IA 52241 UNITED STATES

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