AMS360: Efficiencies, Target Lists, 19R2 Release + PL Rating

AMS360: Efficiencies, Target Lists, 19R2 Release + PL Rating | Iowa Point 'N Click NetVU Chapter Meeting 
Tuesday, February 11, 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

We will be hearing from Vertafore Solution Consultant Carla Jarombek about various updates, releases and ways for your agency to be the most efficient using the tools available to you. We will also be addressing questions about running various reports, and discussing the most valuable efficiency tips that every AMS360 user should know! 

Presented by: Carla Jarombek, NcAM - Vertafore Solutions Consultant
 
Agenda: 
• Proposal Builder – 15 min
• PL Rating Updates – 15 – 30 min 
• Target Lists / Form Letters / Merge Fields / Profile Questions – In General Getting Data Out of AMS360 – 60 min
• AMS360 19R2 Release – 30 – 60 min (including how to find these notes)
• Resources > Customer Success / DYK Videos / My Vertafore / Radar – 30 min
• Transactnow / eDocs – 30 min 
• Pathways 

Registration: Annual - $200 per agency; $35 per meeting for each additional attendee from an agency
Individual - $75 per meeting fee if not an annual dues paying member
Make checks payable to Point ’N Click Users Group. Please remit to Deb Turner, Horak Insurance, Inc, 115 East Washington St, Washington IA 52353 or bring a check to the meeting.

Registration Cutoff Date: February 4, 2020  

Cancellation Policy: Please notify Deb Turner, group  Treasurer, by the Friday prior to a meeting being held if you cannot attend.  We usually  have to confirm the number of meals for lunch 48 hours (2 business days) in advance and are charged for that  # of meals. If your agency pays the annual dues and only one person is registered and has to cancel, there is no additional cancellation fee. However, if an agency makes a reservations to send extra people to a meeting and those people do not attend, the agency will be billed $20.00 per person for the expenses incurred. 

Meeting questions?
 Contact chapter leader Shana Roggeveen.

Want to connect with users who have similar interests? Join the conversations on The NetVU Community (NCOM).

If you have trouble registering please contact info@netvu.org 


When
2/11/2020
Where
Boulder Inn & Suites 4222 South 22nd Avenue East Newton, IA 50208 UNITED STATES

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