AMS114:Use the Purge Customer Feature to End Hoarding!

Tuesday, June 16, 2020 | 11:15am - 12:15pm Central


Track:
 AMS360
Running Your Business Theme: Operational Excellence
Audience: Administration

    

With the advent of strict document retention rules, removing old information from your system has become a major security and compliance issue.  Enter:  Purge Customer!  Learn how the tool works, what it can and cannot remove and how to establish an agency policy for using the tool to meet your document retention policy requirements.  You'll also learn how to properly set fields in Customers, Policies and Submissions when these items should be excluded from the purge process.

Presenters: 
Janet Tuttle | Director | TDECU Insurance Agency





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Session questions?  Contact Debbie Ivie, debbie@netvu.org

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When
6/16/2020
Where
Virtual

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