Puerto Rico: Reporting, Document Management, InsurLink

Wednesday, January 19, 2022
10:00 a.m. - 12:00 p.m. Atlantic (9:00 a.m. - 11:00 a.m. Eastern) | Virtual
Sponsored by: Puerto Rico NetVU Chapter

Management System: AMS360
Audience/Role: All
Skill Level: Foundational (Beginner/New User)

This meeting will be held in Spanish. Spanish-speaking NetVU members outside of Puerto Rico are welcome to participate.

Join the Puerto Rico NetVU Chapter for our upcoming meeting. Connect with your fellow NetVU members (Vertafore customers) to uncover solutions and become more successful using your Vertafore technology solutions. This call will be interactive with the opportunity to speak freely with your peers and share webcams.

Reporting Tips & Tricks for AMS360 Users:
• Apart from Classic Reports and My Agency Reports, which other reporting features do you use in AMS360?
• Learn how to generate a report using Target Lists and Form Letters.

Best Practices for Document Management in AMS360:
• Doc Types changes
• Document search
• How to save it
• Outlook plug-in

Deep Dive on Using Insurlink:
• Administrator view
• User view

If you have specific questions about the meeting, please contact Lyani Vachier.

Content Leader: Lyani Vachier | AMS Project Specialist | Colonial Insurance Agency


More about the Puerto Rico NetVU Chapter: 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.

Registration: There is no cost for NetVU members to register for this session.  Login to register below. 

Be sure to select the orange Register Myself button below, and follow prompts to check out.  Once your registration is complete, you'll receive two emails automatically: 1) A NetVU Registration Receipt and 2) Your Zoom Confirmation with your unique login information to save the event to your calendar. 


For assistance registering, contact [email protected].
When
1/19/2022
Where
Virtual

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