Puerto Rico: Chapter Kickoff Call

Puerto Rico: Chapter Kickoff Call
Friday, July 24, 2020 | 10:00 a.m. - 11:00 a.m. Atlantic | Virtual



Join the Puerto Rico NetVU Chapter for our kickoff call. NetVU Chapters are volunteer-led communities that connect NetVU members for peer-to-peer knowledge sharing surrounding a Vertafore product(s) to be more productive and successful.

Puerto Rico’s insurance industry is a distinctive market with regulations, unique products, and emerging technologies that differ from other state-side insurance providers. By participating in our chapter, you can contribute to and identify new opportunities in our industry by maximizing resources and automating processes.

The goal of our chapter is to meet quarterly to discuss various topics. We will meet virtually for now, and the sessions will be held mostly in Spanish. We invite both agencies and carriers (companies) that use Vertafore products like AMS360, WorkSmart/Image Right, InsurLink, QQCatalyst, SalesTrack, and others.  
 
The benefits your firm will gain by participating in this group are:
  • The opportunity to share best practices among others on the island
  • Develop user networks within our region
  • Stay up to date with upgrades and system issues
  • Receive training from Vertafore, NetVU, or other agencies/companies on all Vertafore systems and Microsoft products like Word, Excel, Power Point, etc. 
  • A more unified voice in communication with Vertafore

Agenda
  • Introduce chapter leaders and call for volunteers
  • Share education topics identified and create education plan moving forward
  • Discuss any additional needs that the group might have
  • Share next two meeting dates

Facilitated by:
Lyani D. Vachier | MIS, Project & Quality Specialist, FirstBank Insurance Agency
Yaritza Jusino González | IT Project Specialist / AMS System Coordinator, J. Jaramillo Insurance
Jose A. Rivera, CIC, ARM, AIS | Senior Solution Consultant, Vertafore

Need help registering? Contact info@netvu.org.

Meeting questions? Contact chapter leaders Lyani D. Vachier and Yaritza Jusino González.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).
When
7/24/2020
Where
Virtual

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Upcoming Education

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8/18/2020AMS116:Use Activities and Suspense To Serve Client NeedsWIAMS1162
8/18/2020BEN111: Efficiency Gains Using E-stmts & Revenue VarianceWIBEN111

Upcoming Chapter Meetings

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9/1/2020Sagitta: Conversation with Vertafore CEO Amy ZuponCH2660920
9/8/2020SAVE THE DATE: BenefitPoint Chapter MeetingCH2742009