Puerto Rico: AMS360 Overview, Reports, Target Lists

Puerto Rico: AMS360 Overview, Reports, Target Lists
Wednesday, October 21, 2020 | 10:00 a.m. - 1:00 p.m. Atlantic Time | Virtual



Join the Puerto Rico NetVU Chapter for our upcoming meeting.  We’ll have an AMS360 overview that includes updates on enhancements to your Vertafore technology solution, best practices for using My Agency Reports and Target Lists, and more.  This meeting will be primarily in Spanish, and we encourage attendees to share webcams and participate fully by asking questions and sharing knowledge with the group.

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.  As you may know, Vertafore customers are automatically NetVU members.  Many members say connecting with others is extremely valuable to their operations.

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.  

Agenda
Welcome, Introductions, Recap of July Meeting
AMS360 Overview & What’s New (60 minutes)
Appending activities 
o Outlook Plug-in
o Business Origin
My Agency Reports (30 minutes)
Target Lists (30 minutes)
Open Forum - Bring Questions
Recap & Next Meeting Date 

Presenters:
Lyani D. Vachier, Chairperson Puerto Rico NetVU Chapter 
MIS, Project & Quality Specialist 
FirstBank Insurance Agency, LLC 

Yaritza Jusino González, Vice Chairperson Puerto Rico NetVU Chapter 
IT Project Specialist / AMS System Coordinator 
J. Jaramillo Insurance, Inc. 

Jose Rivera, CIC, ARM, AIS
Senior Solution Consultant
Vertafore

Questions? Contact info@netvu.org.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).
When
10/21/2020
Where
Virtual UNITED STATES

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